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 5-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 | $9,293 | $58,208-84.0% | $81,812-88.6% | $80,856-88.5% |
| Participation rate | 93.8% | 63.4%+30.3pp | 72.3%+21.4pp | 67.6%+26.1pp |
| Annual return | 7.04% | 41.66%-34.6pp | 773.79%-766.7pp | 35.59%-28.6pp |
| Employer contribution / active EE | $854 | $2,340-63.5% | $2,912-70.7% | $2,755-69.0% |
| Participant deferral / active EE | $1,886 | $3,281-42.5% | $4,319-56.3% | $4,296-56.1% |
| Admin fee / account holder | $3,503 | $4,981-29.7% | $7,386-52.6% | $6,918-49.4% |