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 4-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 | $2,089 | $24,730-91.6% | $66,042-96.8% | $84,808-97.5% |
| Participation rate | 90.9% | 68.1%+22.8pp | 67.5%+23.4pp | 68.3%+22.6pp |
| Annual return | 8.98% | 79.55%-70.6pp | 52.11%-43.1pp | 40.90%-31.9pp |
| Employer contribution / active EE | $421 | $857-50.8% | $1,579-73.3% | $2,631-84.0% |
| Participant deferral / active EE | $1,683 | $1,737-3.1% | $2,835-40.7% | $4,212-60.0% |
| Admin fee / account holder | $2,818 | $3,014-6.5% | $5,747-51.0% | $7,344-61.6% |