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 | $34,638 | $78,422-55.8% | $95,952-63.9% | $79,858-56.6% |
| Participation rate | 94.0% | 73.5%+20.5pp | 77.1%+16.9pp | 69.6%+24.4pp |
| Annual return | 7.72% | 19.37%-11.6pp | 91.61%-83.9pp | 31.71%-24.0pp |
| Employer contribution / active EE | $634 | $1,945-67.4% | $2,541-75.0% | $2,471-74.3% |
| Participant deferral / active EE | $2,834 | $3,440-17.6% | $4,167-32.0% | $3,740-24.2% |
| Admin fee / account holder | $4,225 | $5,622-24.8% | $6,795-37.8% | $5,306-20.4% |