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 8-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 | $54,571 | $83,902-35.0% | $167,512-67.4% | $84,808-35.7% |
| Participation rate | 71.1% | 66.5%+4.6pp | 77.1%-6.0pp | 68.3%+2.7pp |
| Annual return | 12.86% | 91.55%-78.7pp | 1615.79%-1602.9pp | 40.90%-28.0pp |
| Employer contribution / active EE | $1,273 | $2,264-43.8% | $3,882-67.2% | $2,631-51.6% |
| Participant deferral / active EE | $2,156 | $4,442-51.5% | $6,405-66.3% | $4,212-48.8% |
| Admin fee / account holder | $14,889 | $7,915+88.1% | $9,769+52.4% | $7,344+102.7% |