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 6-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 | $27,716 | $49,173-43.6% | $121,098-77.1% | $75,163-63.1% |
| Participation rate | 86.7% | 55.4%+31.3pp | 69.5%+17.2pp | 67.2%+19.5pp |
| Annual return | 11.04% | 55.99%-44.9pp | 985.75%-974.7pp | 160.62%-149.6pp |
| Employer contribution / active EE | $1,019 | $1,546-34.1% | $4,164-75.5% | $2,670-61.8% |
| Participant deferral / active EE | $2,474 | $2,628-5.8% | $4,080-39.4% | $4,125-40.0% |
| Admin fee / account holder | $2,461 | $3,942-37.6% | $5,644-56.4% | $5,651-56.4% |