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 | $24,542 | $91,190-73.1% | $178,490-86.3% | $79,858-69.3% |
| Participation rate | 96.6% | 69.2%+27.4pp | 81.9%+14.6pp | 69.6%+26.9pp |
| Annual return | 8.65% | 24.19%-15.5pp | 151.07%-142.4pp | 31.71%-23.1pp |
| Employer contribution / active EE | $904 | $3,256-72.2% | $5,011-82.0% | $2,471-63.4% |
| Participant deferral / active EE | $3,409 | $3,236+5.4% | $5,202-34.5% | $3,740-8.8% |
| Admin fee / account holder | $1,330 | $6,751-80.3% | $13,984-90.5% | $5,306-74.9% |