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 | $24,743 | $60,124-58.8% | $90,404-72.6% | $79,858-69.0% |
| Participation rate | 95.8% | 65.0%+30.9pp | 72.7%+23.2pp | 69.6%+26.2pp |
| Annual return | 2.34% | 71.94%-69.6pp | 1293.02%-1290.7pp | 31.71%-29.4pp |
| Employer contribution / active EE | $1,213 | $2,068-41.3% | $3,262-62.8% | $2,471-50.9% |
| Participant deferral / active EE | $2,006 | $2,938-31.7% | $3,963-49.4% | $3,740-46.4% |
| Admin fee / account holder | $3,499 | $3,976-12.0% | $5,611-37.6% | $5,306-34.1% |