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 | $20,980 | $48,364-56.6% | $71,796-70.8% | $62,891-66.6% |
| Participation rate | 73.0% | 60.6%+12.3pp | 69.1%+3.9pp | 69.3%+3.7pp |
| Annual return | 2.31% | 13.16%-10.9pp | 78.04%-75.7pp | 20.14%-17.8pp |
| Employer contribution / active EE | $0 | $1,042-100.0% | $1,924-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,520 | $2,091-27.3% | $2,794-45.6% | $3,203-52.5% |
| Admin fee / account holder | $342 | $3,771-90.9% | $4,815-92.9% | $4,296-92.0% |