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 | $41,768 | $46,869-10.9% | $122,332-65.9% | $70,131-40.4% |
| Participation rate | 96.0% | 58.2%+37.8pp | 71.6%+24.4pp | 69.5%+26.5pp |
| Annual return | 7.99% | 24.22%-16.2pp | 30.27%-22.3pp | 73.14%-65.1pp |
| Employer contribution / active EE | $0 | $1,288-100.0% | $4,050-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,071 | $2,166-4.4% | $3,287-37.0% | $3,332-37.8% |
| Admin fee / account holder | $16,891 | $3,322+408.4% | $5,478+208.3% | $4,645+263.6% |