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 | $20,924 | $60,124-65.2% | $90,404-76.9% | $79,858-73.8% |
| Participation rate | 98.1% | 65.0%+33.1pp | 72.7%+25.4pp | 69.6%+28.4pp |
| Annual return | 2.94% | 71.94%-69.0pp | 1293.02%-1290.1pp | 31.71%-28.8pp |
| Employer contribution / active EE | $1,637 | $2,068-20.8% | $3,262-49.8% | $2,471-33.8% |
| Participant deferral / active EE | $796 | $2,938-72.9% | $3,963-79.9% | $3,740-78.7% |
| Admin fee / account holder | $1,430 | $3,976-64.0% | $5,611-74.5% | $5,306-73.1% |