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 8-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 | $13,279 | $60,124-77.9% | $90,404-85.3% | $79,858-83.4% |
| Participation rate | 83.3% | 65.0%+18.4pp | 72.7%+10.7pp | 69.6%+13.7pp |
| Annual return | 9.36% | 71.94%-62.6pp | 1293.02%-1283.7pp | 31.71%-22.4pp |
| Employer contribution / active EE | $1,138 | $2,068-45.0% | $3,262-65.1% | $2,471-54.0% |
| Participant deferral / active EE | $1,333 | $2,938-54.6% | $3,963-66.4% | $3,740-64.4% |
| Admin fee / account holder | $4,144 | $3,976+4.2% | $5,611-26.1% | $5,306-21.9% |