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 9-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 | $23,026 | $30,400-24.3% | $53,898-57.3% | $84,808-72.8% |
| Participation rate | 76.0% | 46.4%+29.6pp | 55.0%+21.0pp | 68.3%+7.7pp |
| Annual return | 13.55% | 500.19%-486.6pp | 528.60%-515.1pp | 40.90%-27.3pp |
| Employer contribution / active EE | $171 | $603-71.7% | $932-81.7% | $2,631-93.5% |
| Participant deferral / active EE | $2,348 | $1,199+95.9% | $1,826+28.6% | $4,212-44.2% |
| Admin fee / account holder | $5,783 | $1,993+190.1% | $2,491+132.2% | $7,344-21.3% |