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 | $18,075 | $60,124-69.9% | $90,404-80.0% | $79,858-77.4% |
| Participation rate | 91.4% | 65.0%+26.4pp | 72.7%+18.7pp | 69.6%+21.8pp |
| Annual return | 2.57% | 71.94%-69.4pp | 1293.02%-1290.4pp | 31.71%-29.1pp |
| Employer contribution / active EE | $2,465 | $2,068+19.2% | $3,262-24.4% | $2,471-0.2% |
| Participant deferral / active EE | $1,263 | $2,938-57.0% | $3,963-68.1% | $3,740-66.2% |
| Admin fee / account holder | $1,184 | $3,976-70.2% | $5,611-78.9% | $5,306-77.7% |