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 | $18,862 | $65,409-71.2% | $98,442-80.8% | $85,850-78.0% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.3%+30.7pp |
| Annual return | 7.78% | 21.76%-14.0pp | 1492.73%-1484.9pp | 318.53%-310.8pp |
| Employer contribution / active EE | $1,572 | $2,168-27.5% | $2,960-46.9% | $2,565-38.7% |
| Participant deferral / active EE | $3,351 | $3,166+5.8% | $4,276-21.6% | $3,952-15.2% |
| Admin fee / account holder | $5,724 | $4,593+24.6% | $5,949-3.8% | $6,260-8.6% |