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 | $24,223 | $91,190-73.4% | $178,490-86.4% | $79,858-69.7% |
| Participation rate | 97.1% | 69.2%+27.9pp | 81.9%+15.2pp | 69.6%+27.5pp |
| Annual return | 6.01% | 24.19%-18.2pp | 151.07%-145.1pp | 31.71%-25.7pp |
| Employer contribution / active EE | $1,502 | $3,256-53.9% | $5,011-70.0% | $2,471-39.2% |
| Participant deferral / active EE | $1,329 | $3,236-58.9% | $5,202-74.4% | $3,740-64.5% |
| Admin fee / account holder | $984 | $6,751-85.4% | $13,984-93.0% | $5,306-81.4% |