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 | $17,560 | $96,635-81.8% | $86,612-79.7% | $139,434-87.4% |
| Participation rate | 75.0% | 74.4%+0.6pp | 71.7%+3.3pp | 80.3%-5.3pp |
| Annual return | 8.98% | 106.41%-97.4pp | 591.07%-582.1pp | 372.94%-364.0pp |
| Employer contribution / active EE | $1,760 | $3,263-46.1% | $3,022-41.8% | $4,751-62.9% |
| Participant deferral / active EE | $2,681 | $4,836-44.6% | $4,438-39.6% | $6,710-60.0% |
| Admin fee / account holder | $2,470 | $6,408-61.5% | $5,614-56.0% | $11,403-78.3% |