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 | $27,831 | $89,355-68.9% | $141,162-80.3% | $72,985-61.9% |
| Participation rate | 73.3% | 75.1%-1.8pp | 82.5%-9.1pp | 69.5%+3.8pp |
| Annual return | 12.93% | 111.85%-98.9pp | 71.39%-58.5pp | 81.00%-68.1pp |
| Employer contribution / active EE | $1,348 | $3,114-56.7% | $4,735-71.5% | $2,440-44.8% |
| Participant deferral / active EE | $2,591 | $5,418-52.2% | $6,709-61.4% | $3,607-28.2% |
| Admin fee / account holder | $12,773 | $5,958+114.4% | $10,261+24.5% | $5,124+149.3% |