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 6-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 | $30,602 | $51,576-40.7% | $129,207-76.3% | $80,856-62.2% |
| Participation rate | 100.0% | 57.0%+43.0pp | 69.6%+30.4pp | 67.6%+32.4pp |
| Annual return | 11.11% | 20.81%-9.7pp | 9417.33%-9406.2pp | 35.59%-24.5pp |
| Employer contribution / active EE | $2,505 | $1,584+58.2% | $4,153-39.7% | $2,755-9.1% |
| Participant deferral / active EE | $3,610 | $2,669+35.3% | $4,168-13.4% | $4,296-16.0% |
| Admin fee / account holder | $1,771 | $4,305-58.9% | $7,715-77.0% | $6,918-74.4% |