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 | $27,468 | $29,660-7.4% | $56,411-51.3% | $80,856-66.0% |
| Participation rate | 88.5% | 41.6%+46.8pp | 52.5%+36.0pp | 67.6%+20.8pp |
| Annual return | 2.21% | 35.23%-33.0pp | 1701.33%-1699.1pp | 35.59%-33.4pp |
| Employer contribution / active EE | $1,220 | $669+82.3% | $1,039+17.5% | $2,755-55.7% |
| Participant deferral / active EE | $4,164 | $1,226+239.6% | $1,952+113.3% | $4,296-3.1% |
| Admin fee / account holder | $1,621 | $2,428-33.2% | $2,829-42.7% | $6,918-76.6% |