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 5-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 | $31,570 | $56,114-43.7% | $96,139-67.2% | $85,850-63.2% |
| Participation rate | 84.3% | 56.7%+27.6pp | 68.4%+15.9pp | 69.3%+15.0pp |
| Annual return | 10.59% | 42.30%-31.7pp | 191.94%-181.4pp | 318.53%-307.9pp |
| Employer contribution / active EE | $684 | $1,620-57.8% | $2,797-75.5% | $2,565-73.3% |
| Participant deferral / active EE | $4,473 | $2,859+56.5% | $4,349+2.9% | $3,952+13.2% |
| Admin fee / account holder | $9,753 | $3,768+158.8% | $5,537+76.1% | $6,260+55.8% |