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 8-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 | $13,387 | $99,877-86.6% | $84,966-84.2% | $145,922-90.8% |
| Participation rate | 80.0% | 74.1%+5.9pp | 67.5%+12.5pp | 80.3%-0.3pp |
| Annual return | 6.66% | 83.76%-77.1pp | 66.38%-59.7pp | 561.29%-554.6pp |
| Employer contribution / active EE | $1,179 | $3,231-63.5% | $2,727-56.8% | $4,660-74.7% |
| Participant deferral / active EE | $2,158 | $5,291-59.2% | $4,519-52.3% | $6,688-67.7% |
| Admin fee / account holder | $788 | $7,248-89.1% | $6,149-87.2% | $13,397-94.1% |