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 | $20,835 | $60,124-65.3% | $90,404-77.0% | $79,858-73.9% |
| Participation rate | 88.9% | 65.0%+23.9pp | 72.7%+16.2pp | 69.6%+19.3pp |
| Annual return | 4.80% | 71.94%-67.1pp | 1293.02%-1288.2pp | 31.71%-26.9pp |
| Employer contribution / active EE | $1,729 | $2,068-16.4% | $3,262-47.0% | $2,471-30.0% |
| Participant deferral / active EE | $4,345 | $2,938+47.9% | $3,963+9.6% | $3,740+16.2% |
| Admin fee / account holder | $1,933 | $3,976-51.4% | $5,611-65.6% | $5,306-63.6% |