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 6-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 | $41,839 | $65,409-36.0% | $98,442-57.5% | $85,850-51.3% |
| Participation rate | 74.1% | 65.0%+9.1pp | 73.3%+0.7pp | 69.3%+4.8pp |
| Annual return | 11.57% | 21.76%-10.2pp | 1492.73%-1481.2pp | 318.53%-307.0pp |
| Employer contribution / active EE | $246 | $2,168-88.6% | $2,960-91.7% | $2,565-90.4% |
| Participant deferral / active EE | $1,387 | $3,166-56.2% | $4,276-67.6% | $3,952-64.9% |
| Admin fee / account holder | $840 | $4,593-81.7% | $5,949-85.9% | $6,260-86.6% |