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 10-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 | $25,163 | $72,012-65.1% | $185,823-86.5% | $79,858-68.5% |
| Participation rate | 96.6% | 65.8%+30.8pp | 78.0%+18.6pp | 69.6%+27.0pp |
| Annual return | 0.93% | 23.12%-22.2pp | 35.95%-35.0pp | 31.71%-30.8pp |
| Employer contribution / active EE | $6,294 | $1,965+220.4% | $4,087+54.0% | $2,471+154.7% |
| Participant deferral / active EE | $1,321 | $3,779-65.0% | $5,632-76.5% | $3,740-64.7% |
| Admin fee / account holder | $2,091 | $4,513-53.7% | $9,500-78.0% | $5,306-60.6% |