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 | $48,366 | $84,233-42.6% | $170,442-71.6% | $70,131-31.0% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 11.22% | 23.06%-11.8pp | 205.93%-194.7pp | 73.14%-61.9pp |
| Employer contribution / active EE | $1,435 | $3,387-57.6% | $5,433-73.6% | $2,342-38.7% |
| Participant deferral / active EE | $2,487 | $3,086-19.4% | $4,939-49.7% | $3,332-25.4% |
| Admin fee / account holder | $21,544 | $5,698+278.1% | $13,880+55.2% | $4,645+363.8% |