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 | $16,147 | $102,604-84.3% | $86,188-81.3% | $139,434-88.4% |
| Participation rate | 71.4% | 74.5%-3.1pp | 69.0%+2.5pp | 80.3%-8.9pp |
| Annual return | 6.41% | 1922.51%-1916.1pp | 1168.45%-1162.0pp | 372.94%-366.5pp |
| Employer contribution / active EE | $1,064 | $3,032-64.9% | $2,380-55.3% | $4,751-77.6% |
| Participant deferral / active EE | $4,392 | $4,676-6.1% | $3,985+10.2% | $6,710-34.5% |
| Admin fee / account holder | $53,961 | $8,657+523.3% | $6,852+687.6% | $11,403+373.2% |