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 | $34,999 | $81,248-56.9% | $155,509-77.5% | $80,856-56.7% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 9.37% | 33.31%-23.9pp | 64.67%-55.3pp | 35.59%-26.2pp |
| Employer contribution / active EE | $2,390 | $3,100-22.9% | $4,672-48.8% | $2,755-13.2% |
| Participant deferral / active EE | $2,220 | $3,452-35.7% | $5,626-60.5% | $4,296-48.3% |
| Admin fee / account holder | $1,005 | $7,997-87.4% | $15,912-93.7% | $6,918-85.5% |