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 | $21,550 | $118,450-81.8% | $98,439-78.1% | $139,434-84.5% |
| Participation rate | 100.0% | 77.4%+22.6pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 6.62% | 18.94%-12.3pp | 21.16%-14.5pp | 372.94%-366.3pp |
| Employer contribution / active EE | $1,523 | $3,609-57.8% | $3,048-50.0% | $4,751-68.0% |
| Participant deferral / active EE | $2,491 | $5,392-53.8% | $4,738-47.4% | $6,710-62.9% |
| Admin fee / account holder | $1,183 | $14,026-91.6% | $8,948-86.8% | $11,403-89.6% |