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 | $34,934 | $104,664-66.6% | $85,682-59.2% | $167,490-79.1% |
| Participation rate | 90.9% | 76.4%+14.5pp | 69.9%+21.0pp | 82.1%+8.8pp |
| Annual return | 0.89% | 21.45%-20.6pp | 21.49%-20.6pp | 478.56%-477.7pp |
| Employer contribution / active EE | $3,472 | $3,337+4.1% | $2,618+32.6% | $4,837-28.2% |
| Participant deferral / active EE | $0 | $4,824-100.0% | $3,923-100.0% | $6,341-100.0% |
| Admin fee / account holder | $1,250 | $10,032-87.5% | $6,873-81.8% | $12,309-89.8% |