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 | $22,297 | $95,416-76.6% | $185,823-88.0% | $85,850-74.0% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 7.51% | 23.59%-16.1pp | 122.05%-114.5pp | 318.53%-311.0pp |
| Employer contribution / active EE | $2,238 | $3,314-32.5% | $5,167-56.7% | $2,565-12.7% |
| Participant deferral / active EE | $2,506 | $3,423-26.8% | $5,568-55.0% | $3,952-36.6% |
| Admin fee / account holder | $1,142 | $7,213-84.2% | $16,237-93.0% | $6,260-81.8% |