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 | $29,980 | $91,190-67.1% | $178,490-83.2% | $79,858-62.5% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 2.27% | 24.19%-21.9pp | 151.07%-148.8pp | 31.71%-29.4pp |
| Employer contribution / active EE | $1,784 | $3,256-45.2% | $5,011-64.4% | $2,471-27.8% |
| Participant deferral / active EE | $2,842 | $3,236-12.2% | $5,202-45.4% | $3,740-24.0% |
| Admin fee / account holder | $3,085 | $6,751-54.3% | $13,984-77.9% | $5,306-41.9% |