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 | $25,991 | $65,041-60.0% | $90,951-71.4% | $79,858-67.5% |
| Participation rate | 100.0% | 61.6%+38.4pp | 69.0%+31.0pp | 69.6%+30.4pp |
| Annual return | 6.13% | 30.45%-24.3pp | 134.60%-128.5pp | 31.71%-25.6pp |
| Employer contribution / active EE | $1,890 | $1,247+51.5% | $2,122-10.9% | $2,471-23.5% |
| Participant deferral / active EE | $1,306 | $2,512-48.0% | $3,373-61.3% | $3,740-65.1% |
| Admin fee / account holder | $1,187 | $4,536-73.8% | $5,959-80.1% | $5,306-77.6% |