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 4-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 | $20,939 | $61,774-66.1% | $97,226-78.5% | $80,856-74.1% |
| Participation rate | 74.2% | 63.5%+10.7pp | 72.7%+1.5pp | 67.6%+6.6pp |
| Annual return | 10.40% | -557.90%+568.3pp | 75.13%-64.7pp | 35.59%-25.2pp |
| Employer contribution / active EE | $1,087 | $1,837-40.8% | $2,729-60.2% | $2,755-60.5% |
| Participant deferral / active EE | $3,191 | $3,029+5.4% | $4,264-25.2% | $4,296-25.7% |
| Admin fee / account holder | $414 | $5,166-92.0% | $5,654-92.7% | $6,918-94.0% |