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 6-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 | $24,973 | $27,915-10.5% | $58,482-57.3% | $75,163-66.8% |
| Participation rate | 100.0% | 38.8%+61.2pp | 50.9%+49.1pp | 67.2%+32.8pp |
| Annual return | 14.63% | 44.20%-29.6pp | 4239.32%-4224.7pp | 160.62%-146.0pp |
| Employer contribution / active EE | $3,532 | $669+427.9% | $1,053+235.3% | $2,670+32.3% |
| Participant deferral / active EE | $2,369 | $1,201+97.2% | $1,924+23.1% | $4,125-42.6% |
| Admin fee / account holder | $1,111 | $1,726-35.6% | $2,516-55.8% | $5,651-80.3% |