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 | $29,674 | $64,121-53.7% | $78,805-62.3% | $116,875-74.6% |
| Participation rate | 95.2% | 71.0%+24.3pp | 73.6%+21.7pp | 74.5%+20.7pp |
| Annual return | 7.13% | 16.32%-9.2pp | -2.71%+9.8pp | 16.29%-9.2pp |
| Employer contribution / active EE | $2,967 | $2,257+31.4% | $4,059-26.9% | $3,288-9.8% |
| Participant deferral / active EE | $0 | $2,757-100.0% | $3,584-100.0% | $3,885-100.0% |
| Admin fee / account holder | $1,872 | $5,745-67.4% | $5,677-67.0% | $12,263-84.7% |