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 4-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 | $17,470 | $51,576-66.1% | $129,207-86.5% | $80,856-78.4% |
| Participation rate | 86.0% | 57.0%+29.0pp | 69.6%+16.4pp | 67.6%+18.4pp |
| Annual return | 9.51% | 20.81%-11.3pp | 9417.33%-9407.8pp | 35.59%-26.1pp |
| Employer contribution / active EE | $0 | $1,584-100.0% | $4,153-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $3,400 | $2,669+27.4% | $4,168-18.4% | $4,296-20.9% |
| Admin fee / account holder | $10,207 | $4,305+137.1% | $7,715+32.3% | $6,918+47.5% |