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 | $34,852 | $59,839-41.8% | $81,983-57.5% | $79,858-56.4% |
| Participation rate | 86.7% | 61.6%+25.0pp | 69.2%+17.4pp | 69.6%+17.0pp |
| Annual return | 9.64% | 17.56%-7.9pp | 41.31%-31.7pp | 31.71%-22.1pp |
| Employer contribution / active EE | $545 | $1,713-68.2% | $2,498-78.2% | $2,471-77.9% |
| Participant deferral / active EE | $2,710 | $2,695+0.5% | $3,722-27.2% | $3,740-27.5% |
| Admin fee / account holder | $9,344 | $4,287+117.9% | $5,664+65.0% | $5,306+76.1% |