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 5-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 | $41,827 | $29,660+41.0% | $56,411-25.9% | $80,856-48.3% |
| Participation rate | 92.9% | 41.6%+51.2pp | 52.5%+40.4pp | 67.6%+25.2pp |
| Annual return | 9.92% | 35.23%-25.3pp | 1701.33%-1691.4pp | 35.59%-25.7pp |
| Employer contribution / active EE | $1,191 | $669+78.0% | $1,039+14.7% | $2,755-56.8% |
| Participant deferral / active EE | $2,668 | $1,226+117.6% | $1,952+36.7% | $4,296-37.9% |
| Admin fee / account holder | $7,383 | $2,428+204.1% | $2,829+161.0% | $6,918+6.7% |