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 | $26,389 | $60,124-56.1% | $90,404-70.8% | $79,858-67.0% |
| Participation rate | 90.4% | 65.0%+25.4pp | 72.7%+17.7pp | 69.6%+20.8pp |
| Annual return | 8.11% | 71.94%-63.8pp | 1293.02%-1284.9pp | 31.71%-23.6pp |
| Employer contribution / active EE | $1,360 | $2,068-34.2% | $3,262-58.3% | $2,471-44.9% |
| Participant deferral / active EE | $1,428 | $2,938-51.4% | $3,963-64.0% | $3,740-61.8% |
| Admin fee / account holder | $1,272 | $3,976-68.0% | $5,611-77.3% | $5,306-76.0% |