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 10-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 | $17,709 | $51,576-65.7% | $129,207-86.3% | $80,856-78.1% |
| Participation rate | 72.2% | 57.0%+15.2pp | 69.6%+2.6pp | 67.6%+4.6pp |
| Annual return | 3.76% | 20.81%-17.1pp | 9417.33%-9413.6pp | 35.59%-31.8pp |
| Employer contribution / active EE | $561 | $1,584-64.6% | $4,153-86.5% | $2,755-79.6% |
| Participant deferral / active EE | $1,423 | $2,669-46.7% | $4,168-65.9% | $4,296-66.9% |
| Admin fee / account holder | $375 | $4,305-91.3% | $7,715-95.1% | $6,918-94.6% |