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 | $37,279 | $47,848-22.1% | $81,478-54.2% | $70,131-46.8% |
| Participation rate | 97.3% | 58.3%+39.1pp | 68.0%+29.4pp | 69.5%+27.8pp |
| Annual return | 11.53% | 27.25%-15.7pp | 38.78%-27.3pp | 73.14%-61.6pp |
| Employer contribution / active EE | $3,600 | $1,527+135.7% | $2,568+40.2% | $2,342+53.7% |
| Participant deferral / active EE | $0 | $2,453-100.0% | $3,537-100.0% | $3,332-100.0% |
| Admin fee / account holder | $616 | $3,145-80.4% | $4,561-86.5% | $4,645-86.7% |