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 6-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 | $25,804 | $57,281-55.0% | $86,612-70.2% | $75,163-65.7% |
| Participation rate | 95.8% | 63.2%+32.6pp | 71.7%+24.1pp | 67.2%+28.6pp |
| Annual return | 11.25% | 2670.75%-2659.5pp | 591.07%-579.8pp | 160.62%-149.4pp |
| Employer contribution / active EE | $636 | $2,314-72.5% | $3,022-79.0% | $2,670-76.2% |
| Participant deferral / active EE | $4,168 | $3,318+25.6% | $4,438-6.1% | $4,125+1.0% |
| Admin fee / account holder | $6,181 | $4,112+50.3% | $5,614+10.1% | $5,651+9.4% |