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 7-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 | $27,778 | $57,281-51.5% | $86,612-67.9% | $75,163-63.0% |
| Participation rate | 91.9% | 63.2%+28.7pp | 71.7%+20.2pp | 67.2%+24.7pp |
| Annual return | 7.84% | 2670.75%-2662.9pp | 591.07%-583.2pp | 160.62%-152.8pp |
| Employer contribution / active EE | $1,006 | $2,314-56.5% | $3,022-66.7% | $2,670-62.3% |
| Participant deferral / active EE | $1,200 | $3,318-63.8% | $4,438-73.0% | $4,125-70.9% |
| Admin fee / account holder | $1,897 | $4,112-53.9% | $5,614-66.2% | $5,651-66.4% |