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 7-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 | $14,630 | $48,046-69.6% | $84,611-82.7% | $72,985-80.0% |
| Participation rate | 100.0% | 57.6%+42.4pp | 68.2%+31.8pp | 69.5%+30.5pp |
| Annual return | 16.65% | 37.38%-20.7pp | 258.74%-242.1pp | 81.00%-64.4pp |
| Employer contribution / active EE | $801 | $1,602-50.0% | $2,652-69.8% | $2,440-67.2% |
| Participant deferral / active EE | $1,038 | $2,680-61.3% | $3,899-73.4% | $3,607-71.2% |
| Admin fee / account holder | $6,409 | $3,395+88.8% | $4,912+30.5% | $5,124+25.1% |