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 | $58,007 | $68,547-15.4% | $120,354-51.8% | $80,856-28.3% |
| Participation rate | 87.8% | 61.6%+26.2pp | 71.9%+15.9pp | 67.6%+20.2pp |
| Annual return | 9.97% | 23.60%-13.6pp | 107.15%-97.2pp | 35.59%-25.6pp |
| Employer contribution / active EE | $2,410 | $2,051+17.5% | $3,463-30.4% | $2,755-12.5% |
| Participant deferral / active EE | $0 | $3,173-100.0% | $4,991-100.0% | $4,296-100.0% |
| Admin fee / account holder | $23,018 | $5,732+301.6% | $9,423+144.3% | $6,918+232.7% |