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 | $25,238 | $57,281-55.9% | $86,612-70.9% | $75,163-66.4% |
| Participation rate | 81.3% | 63.2%+18.1pp | 71.7%+9.6pp | 67.2%+14.1pp |
| Annual return | 12.98% | 2670.75%-2657.8pp | 591.07%-578.1pp | 160.62%-147.6pp |
| Employer contribution / active EE | $2,484 | $2,314+7.3% | $3,022-17.8% | $2,670-7.0% |
| Participant deferral / active EE | $1,381 | $3,318-58.4% | $4,438-68.9% | $4,125-66.5% |
| Admin fee / account holder | $3,544 | $4,112-13.8% | $5,614-36.9% | $5,651-37.3% |