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 9-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 | $27,772 | $27,915-0.5% | $58,482-52.5% | $75,163-63.1% |
| Participation rate | 93.2% | 38.8%+54.4pp | 50.9%+42.4pp | 67.2%+26.1pp |
| Annual return | 12.70% | 44.20%-31.5pp | 4239.32%-4226.6pp | 160.62%-147.9pp |
| Employer contribution / active EE | $2,598 | $669+288.3% | $1,053+146.7% | $2,670-2.7% |
| Participant deferral / active EE | $1,402 | $1,201+16.7% | $1,924-27.1% | $4,125-66.0% |
| Admin fee / account holder | $809 | $1,726-53.1% | $2,516-67.8% | $5,651-85.7% |