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 | $35,245 | $56,053-37.1% | $75,972-53.6% | $80,856-56.4% |
| Participation rate | 100.0% | 62.0%+38.0pp | 69.1%+30.9pp | 67.6%+32.4pp |
| Annual return | 8.41% | 20.53%-12.1pp | 359.55%-351.1pp | 35.59%-27.2pp |
| Employer contribution / active EE | $1,178 | $1,874-37.2% | $2,685-56.1% | $2,755-57.2% |
| Participant deferral / active EE | $2,718 | $3,052-10.9% | $4,255-36.1% | $4,296-36.7% |
| Admin fee / account holder | $26,394 | $5,234+404.3% | $6,467+308.2% | $6,918+281.5% |