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 | $30,946 | $49,922-38.0% | $80,569-61.6% | $75,163-58.8% |
| Participation rate | 94.5% | 55.3%+39.2pp | 67.0%+27.5pp | 67.2%+27.4pp |
| Annual return | 13.24% | 34.69%-21.5pp | 935.43%-922.2pp | 160.62%-147.4pp |
| Employer contribution / active EE | $2,989 | $1,698+76.0% | $2,723+9.8% | $2,670+12.0% |
| Participant deferral / active EE | $3,975 | $2,990+32.9% | $4,447-10.6% | $4,125-3.6% |
| Admin fee / account holder | $2,964 | $3,577-17.1% | $5,377-44.9% | $5,651-47.5% |