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 | $19,637 | $25,014-21.5% | $69,647-71.8% | $80,856-75.7% |
| Participation rate | 94.4% | 64.2%+30.2pp | 66.5%+28.0pp | 67.6%+26.8pp |
| Annual return | 10.79% | 19.07%-8.3pp | 100.48%-89.7pp | 35.59%-24.8pp |
| Employer contribution / active EE | $3,370 | $993+239.4% | $1,712+96.8% | $2,755+22.3% |
| Participant deferral / active EE | $6,810 | $1,839+270.3% | $2,886+136.0% | $4,296+58.5% |
| Admin fee / account holder | $781 | $2,488-68.6% | $4,713-83.4% | $6,918-88.7% |