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 | $82,573 | $78,705+4.9% | $117,854-29.9% | $70,131+17.7% |
| Participation rate | 100.0% | 73.2%+26.8pp | 79.7%+20.3pp | 69.5%+30.5pp |
| Annual return | 6.51% | 23.30%-16.8pp | 335.08%-328.6pp | 73.14%-66.6pp |
| Employer contribution / active EE | $1,578 | $2,223-29.0% | $3,786-58.3% | $2,342-32.7% |
| Participant deferral / active EE | $2,639 | $3,297-20.0% | $4,482-41.1% | $3,332-20.8% |
| Admin fee / account holder | $7,044 | $5,065+39.1% | $8,020-12.2% | $4,645+51.6% |