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 | $26,946 | $34,308-21.5% | $74,701-63.9% | $72,985-63.1% |
| Participation rate | 89.6% | 42.4%+47.2pp | 54.5%+35.1pp | 69.5%+20.1pp |
| Annual return | 9.26% | 26.58%-17.3pp | 752.92%-743.7pp | 81.00%-71.7pp |
| Employer contribution / active EE | $1,741 | $692+151.7% | $1,084+60.7% | $2,440-28.6% |
| Participant deferral / active EE | $2,727 | $1,271+114.5% | $1,964+38.9% | $3,607-24.4% |
| Admin fee / account holder | $3,251 | $2,124+53.1% | $3,333-2.5% | $5,124-36.6% |