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 | $38,688 | $60,124-35.7% | $90,404-57.2% | $79,858-51.6% |
| Participation rate | 96.4% | 65.0%+31.4pp | 72.7%+23.7pp | 69.6%+26.7pp |
| Annual return | 2.28% | 71.94%-69.7pp | 1293.02%-1290.7pp | 31.71%-29.4pp |
| Employer contribution / active EE | $3,660 | $2,068+77.0% | $3,262+12.2% | $2,471+48.1% |
| Participant deferral / active EE | $2,221 | $2,938-24.4% | $3,963-44.0% | $3,740-40.6% |
| Admin fee / account holder | $2,095 | $3,976-47.3% | $5,611-62.7% | $5,306-60.5% |