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 | $10,445 | $54,705-80.9% | $71,209-85.3% | $84,808-87.7% |
| Participation rate | 96.9% | 64.1%+32.8pp | 73.8%+23.1pp | 68.3%+28.6pp |
| Annual return | 8.19% | 35.90%-27.7pp | 282.51%-274.3pp | 40.90%-32.7pp |
| Employer contribution / active EE | $0 | $2,158-100.0% | $2,721-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,733 | $3,030-42.8% | $4,175-58.5% | $4,212-58.8% |
| Admin fee / account holder | $903 | $4,863-81.4% | $5,349-83.1% | $7,344-87.7% |