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 | $24,653 | $175,202-85.9% | $149,673-83.5% | $139,434-82.3% |
| Participation rate | 83.3% | 83.4%0pp | 78.8%+4.6pp | 80.3%+3.0pp |
| Annual return | 2.74% | 166.71%-164.0pp | 134.42%-131.7pp | 372.94%-370.2pp |
| Employer contribution / active EE | $1,567 | $5,474-71.4% | $4,818-67.5% | $4,751-67.0% |
| Participant deferral / active EE | $2,710 | $6,519-58.4% | $5,680-52.3% | $6,710-59.6% |
| Admin fee / account holder | $510 | $16,150-96.8% | $13,210-96.1% | $11,403-95.5% |