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 10-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 | $24,128 | $39,019-38.2% | $80,716-70.1% | $85,850-71.9% |
| Participation rate | 85.7% | 41.5%+44.2pp | 54.2%+31.5pp | 69.3%+16.4pp |
| Annual return | 7.50% | 26.27%-18.8pp | 87.28%-79.8pp | 318.53%-311.0pp |
| Employer contribution / active EE | $788 | $722+9.1% | $1,160-32.1% | $2,565-69.3% |
| Participant deferral / active EE | $1,606 | $1,326+21.1% | $2,146-25.2% | $3,952-59.4% |
| Admin fee / account holder | $38,313 | $2,431+1476.1% | $3,380+1033.6% | $6,260+512.0% |