See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,617 | $48,277-46.9% | $67,511-62.1% | $80,874-68.3% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.6%+32.4pp |
| Annual return | 9.92% | 18.27%-8.4pp | 3517.41%-3507.5pp | 35.62%-25.7pp |
| Employer contribution / active EE | $4,190 | $2,021+107.3% | $2,733+53.3% | $2,756+52.0% |
| Participant deferral / active EE | $1,954 | $2,926-33.2% | $4,000-51.1% | $4,297-54.5% |
| Admin fee / account holder | $1,294 | $3,687-64.9% | $3,999-67.6% | $6,935-81.3% |