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 | $19,409 | $60,124-67.7% | $90,404-78.5% | $79,858-75.7% |
| Participation rate | 76.3% | 65.0%+11.3pp | 72.7%+3.6pp | 69.6%+6.7pp |
| Annual return | 2.55% | 71.94%-69.4pp | 1293.02%-1290.5pp | 31.71%-29.2pp |
| Employer contribution / active EE | $727 | $2,068-64.8% | $3,262-77.7% | $2,471-70.6% |
| Participant deferral / active EE | $2,949 | $2,938+0.4% | $3,963-25.6% | $3,740-21.1% |
| Admin fee / account holder | $935 | $3,976-76.5% | $5,611-83.3% | $5,306-82.4% |