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 6-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 | $26,556 | $47,479-44.1% | $62,929-57.8% | $82,448-67.8% |
| Participation rate | 100.0% | 66.9%+33.1pp | 73.1%+26.9pp | 68.1%+31.9pp |
| Annual return | 2.22% | 20.34%-18.1pp | 1063.93%-1061.7pp | 41.64%-39.4pp |
| Employer contribution / active EE | $1,306 | $1,885-30.7% | $2,505-47.8% | $2,551-48.8% |
| Participant deferral / active EE | $2,370 | $2,870-17.4% | $3,888-39.0% | $4,139-42.7% |
| Admin fee / account holder | $2,620 | $3,804-31.1% | $5,065-48.3% | $7,234-63.8% |