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 | $22,993 | $27,915-17.6% | $58,482-60.7% | $75,163-69.4% |
| Participation rate | 100.0% | 38.8%+61.2pp | 50.9%+49.1pp | 67.2%+32.8pp |
| Annual return | 13.97% | 44.20%-30.2pp | 4239.32%-4225.4pp | 160.62%-146.7pp |
| Employer contribution / active EE | $776 | $669+16.0% | $1,053-26.3% | $2,670-70.9% |
| Participant deferral / active EE | $2,031 | $1,201+69.1% | $1,924+5.6% | $4,125-50.8% |
| Admin fee / account holder | $1,404 | $1,726-18.6% | $2,516-44.2% | $5,651-75.1% |