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 | $23,282 | $95,416-75.6% | $185,823-87.5% | $85,850-72.9% |
| Participation rate | 97.3% | 68.8%+28.5pp | 81.7%+15.6pp | 69.3%+28.0pp |
| Annual return | 11.25% | 23.59%-12.3pp | 122.05%-110.8pp | 318.53%-307.3pp |
| Employer contribution / active EE | $801 | $3,314-75.8% | $5,167-84.5% | $2,565-68.8% |
| Participant deferral / active EE | $1,663 | $3,423-51.4% | $5,568-70.1% | $3,952-57.9% |
| Admin fee / account holder | $676 | $7,213-90.6% | $16,237-95.8% | $6,260-89.2% |