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 9-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 | $36,595 | $98,750-62.9% | $149,696-75.6% | $79,858-54.2% |
| Participation rate | 96.3% | 75.8%+20.5pp | 82.5%+13.8pp | 69.6%+26.7pp |
| Annual return | 2.99% | 27.43%-24.4pp | 276.60%-273.6pp | 31.71%-28.7pp |
| Employer contribution / active EE | $959 | $3,216-70.2% | $4,644-79.3% | $2,471-61.2% |
| Participant deferral / active EE | $5,234 | $5,680-7.8% | $6,842-23.5% | $3,740+40.0% |
| Admin fee / account holder | $2,576 | $6,053-57.4% | $9,309-72.3% | $5,306-51.4% |