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 | $16,549 | $49,922-66.9% | $80,569-79.5% | $75,163-78.0% |
| Participation rate | 100.0% | 55.3%+44.7pp | 67.0%+33.0pp | 67.2%+32.8pp |
| Annual return | 13.80% | 34.69%-20.9pp | 935.43%-921.6pp | 160.62%-146.8pp |
| Employer contribution / active EE | $2,328 | $1,698+37.1% | $2,723-14.5% | $2,670-12.8% |
| Participant deferral / active EE | $1,100 | $2,990-63.2% | $4,447-75.3% | $4,125-73.3% |
| Admin fee / account holder | $432 | $3,577-87.9% | $5,377-92.0% | $5,651-92.4% |