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 | $17,579 | $60,124-70.8% | $90,404-80.6% | $79,858-78.0% |
| Participation rate | 92.6% | 65.0%+27.6pp | 72.7%+19.9pp | 69.6%+23.0pp |
| Annual return | 1.56% | 71.94%-70.4pp | 1293.02%-1291.5pp | 31.71%-30.2pp |
| Employer contribution / active EE | $1,057 | $2,068-48.9% | $3,262-67.6% | $2,471-57.2% |
| Participant deferral / active EE | $1,252 | $2,938-57.4% | $3,963-68.4% | $3,740-66.5% |
| Admin fee / account holder | $1,799 | $3,976-54.8% | $5,611-67.9% | $5,306-66.1% |