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 | $37,878 | $29,660+27.7% | $56,411-32.9% | $80,856-53.2% |
| Participation rate | 100.0% | 41.6%+58.4pp | 52.5%+47.5pp | 67.6%+32.4pp |
| Annual return | 7.33% | 35.23%-27.9pp | 1701.33%-1694.0pp | 35.59%-28.3pp |
| Employer contribution / active EE | $3,907 | $669+483.7% | $1,039+276.1% | $2,755+41.8% |
| Participant deferral / active EE | $3,471 | $1,226+183.1% | $1,952+77.8% | $4,296-19.2% |
| Admin fee / account holder | $1,631 | $2,428-32.8% | $2,829-42.3% | $6,918-76.4% |