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 7-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 | $26,048 | $29,660-12.2% | $56,411-53.8% | $80,856-67.8% |
| Participation rate | 90.9% | 41.6%+49.3pp | 52.5%+38.4pp | 67.6%+23.3pp |
| Annual return | 10.47% | 35.23%-24.8pp | 1701.33%-1690.9pp | 35.59%-25.1pp |
| Employer contribution / active EE | $1,189 | $669+77.6% | $1,039+14.4% | $2,755-56.9% |
| Participant deferral / active EE | $2,302 | $1,226+87.8% | $1,952+17.9% | $4,296-46.4% |
| Admin fee / account holder | $808 | $2,428-66.7% | $2,829-71.5% | $6,918-88.3% |