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 | $25,691 | $77,899-67.0% | $149,673-82.8% | $75,163-65.8% |
| Participation rate | 98.7% | 65.6%+33.1pp | 78.8%+19.9pp | 67.2%+31.5pp |
| Annual return | 11.65% | 31.72%-20.1pp | 134.42%-122.8pp | 160.62%-149.0pp |
| Employer contribution / active EE | $1,144 | $3,137-63.5% | $4,818-76.2% | $2,670-57.1% |
| Participant deferral / active EE | $3,189 | $3,411-6.5% | $5,680-43.9% | $4,125-22.7% |
| Admin fee / account holder | $2,390 | $5,956-59.9% | $13,210-81.9% | $5,651-57.7% |