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 6-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 | $10,812 | $22,587-52.1% | $65,255-83.4% | $75,163-85.6% |
| Participation rate | 90.0% | 63.1%+26.9pp | 65.0%+25.0pp | 67.2%+22.8pp |
| Annual return | 12.59% | 71.03%-58.4pp | 47.35%-34.8pp | 160.62%-148.0pp |
| Employer contribution / active EE | $2,336 | $941+148.4% | $1,691+38.1% | $2,670-12.5% |
| Participant deferral / active EE | $1,811 | $1,695+6.8% | $2,831-36.0% | $4,125-56.1% |
| Admin fee / account holder | $1,298 | $1,876-30.8% | $4,112-68.4% | $5,651-77.0% |