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 | $46,083 | $85,202-45.9% | $172,739-73.3% | $72,985-36.9% |
| Participation rate | 81.2% | 70.1%+11.1pp | 82.6%-1.5pp | 69.5%+11.7pp |
| Annual return | 12.72% | 27.32%-14.6pp | 802.84%-790.1pp | 81.00%-68.3pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,143-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,411 | $3,260-56.7% | $5,198-72.8% | $3,607-60.9% |
| Admin fee / account holder | $7,614 | $5,884+29.4% | $13,954-45.4% | $5,124+48.6% |