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 | $8,750 | $29,660-70.5% | $56,411-84.5% | $80,856-89.2% |
| Participation rate | 74.1% | 41.6%+32.4pp | 52.5%+21.6pp | 67.6%+6.4pp |
| Annual return | 9.73% | 35.23%-25.5pp | 1701.33%-1691.6pp | 35.59%-25.9pp |
| Employer contribution / active EE | $1,365 | $669+103.9% | $1,039+31.4% | $2,755-50.5% |
| Participant deferral / active EE | $2,072 | $1,226+69.0% | $1,952+6.2% | $4,296-51.8% |
| Admin fee / account holder | $1,846 | $2,428-23.9% | $2,829-34.7% | $6,918-73.3% |