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 | $21,710 | $57,281-62.1% | $86,612-74.9% | $75,163-71.1% |
| Participation rate | 87.8% | 63.2%+24.6pp | 71.7%+16.1pp | 67.2%+20.6pp |
| Annual return | 8.77% | 2670.75%-2662.0pp | 591.07%-582.3pp | 160.62%-151.8pp |
| Employer contribution / active EE | $955 | $2,314-58.7% | $3,022-68.4% | $2,670-64.2% |
| Participant deferral / active EE | $1,095 | $3,318-67.0% | $4,438-75.3% | $4,125-73.5% |
| Admin fee / account holder | $1,829 | $4,112-55.5% | $5,614-67.4% | $5,651-67.6% |