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 | $8,030 | $49,922-83.9% | $80,569-90.0% | $75,163-89.3% |
| Participation rate | 86.1% | 55.3%+30.8pp | 67.0%+19.1pp | 67.2%+18.9pp |
| Annual return | 9.85% | 34.69%-24.8pp | 935.43%-925.6pp | 160.62%-150.8pp |
| Employer contribution / active EE | $1,394 | $1,698-17.9% | $2,723-48.8% | $2,670-47.8% |
| Participant deferral / active EE | $1,466 | $2,990-51.0% | $4,447-67.0% | $4,125-64.5% |
| Admin fee / account holder | $2,330 | $3,577-34.9% | $5,377-56.7% | $5,651-58.8% |