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 | $18,075 | $53,516-66.2% | $126,539-85.7% | $84,808-78.7% |
| Participation rate | 72.4% | 58.2%+14.2pp | 69.8%+2.6pp | 68.3%+4.1pp |
| Annual return | 11.07% | 58.34%-47.3pp | 425.95%-414.9pp | 40.90%-29.8pp |
| Employer contribution / active EE | $0 | $1,535-100.0% | $3,674-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,447 | $2,671-8.4% | $4,083-40.1% | $4,212-41.9% |
| Admin fee / account holder | $5,765 | $4,497+28.2% | $6,065-4.9% | $7,344-21.5% |