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 | $13,311 | $51,576-74.2% | $129,207-89.7% | $80,856-83.5% |
| Participation rate | 98.4% | 57.0%+41.4pp | 69.6%+28.8pp | 67.6%+30.7pp |
| Annual return | 10.12% | 20.81%-10.7pp | 9417.33%-9407.2pp | 35.59%-25.5pp |
| Employer contribution / active EE | $929 | $1,584-41.3% | $4,153-77.6% | $2,755-66.3% |
| Participant deferral / active EE | $2,158 | $2,669-19.2% | $4,168-48.2% | $4,296-49.8% |
| Admin fee / account holder | $2,170 | $4,305-49.6% | $7,715-71.9% | $6,918-68.6% |