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 9-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 | $21,070 | $83,902-74.9% | $167,512-87.4% | $84,808-75.2% |
| Participation rate | 70.0% | 66.5%+3.5pp | 77.1%-7.1pp | 68.3%+1.7pp |
| Annual return | 8.77% | 91.55%-82.8pp | 1615.79%-1607.0pp | 40.90%-32.1pp |
| Employer contribution / active EE | $894 | $2,264-60.5% | $3,882-77.0% | $2,631-66.0% |
| Participant deferral / active EE | $1,480 | $4,442-66.7% | $6,405-76.9% | $4,212-64.9% |
| Admin fee / account holder | $16,247 | $7,915+105.3% | $9,769+66.3% | $7,344+121.2% |