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 | $28,417 | $60,124-52.7% | $90,404-68.6% | $79,858-64.4% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 8.12% | 71.94%-63.8pp | 1293.02%-1284.9pp | 31.71%-23.6pp |
| Employer contribution / active EE | $655 | $2,068-68.3% | $3,262-79.9% | $2,471-73.5% |
| Participant deferral / active EE | $2,028 | $2,938-31.0% | $3,963-48.8% | $3,740-45.8% |
| Admin fee / account holder | $1,195 | $3,976-69.9% | $5,611-78.7% | $5,306-77.5% |