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 3-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 | $27,304 | $29,660-7.9% | $56,411-51.6% | $80,856-66.2% |
| Participation rate | 86.8% | 41.6%+45.1pp | 52.5%+34.3pp | 67.6%+19.2pp |
| Annual return | 9.39% | 35.23%-25.8pp | 1701.33%-1691.9pp | 35.59%-26.2pp |
| Employer contribution / active EE | $1,836 | $669+174.3% | $1,039+76.7% | $2,755-33.4% |
| Participant deferral / active EE | $4,032 | $1,226+228.9% | $1,952+106.6% | $4,296-6.1% |
| Admin fee / account holder | $3,457 | $2,428+42.4% | $2,829+22.2% | $6,918-50.0% |