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 4-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 | $20,296 | $30,400-33.2% | $53,898-62.3% | $84,808-76.1% |
| Participation rate | 70.8% | 46.4%+24.4pp | 55.0%+15.9pp | 68.3%+2.5pp |
| Annual return | 13.17% | 500.19%-487.0pp | 528.60%-515.4pp | 40.90%-27.7pp |
| Employer contribution / active EE | $1,545 | $603+156.3% | $932+65.8% | $2,631-41.3% |
| Participant deferral / active EE | $2,849 | $1,199+137.7% | $1,826+56.0% | $4,212-32.4% |
| Admin fee / account holder | $10,094 | $1,993+406.4% | $2,491+305.3% | $7,344+37.5% |