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 | $35,834 | $48,795-26.6% | $65,493-45.3% | $84,808-57.7% |
| Participation rate | 97.3% | 67.0%+30.3pp | 73.1%+24.2pp | 68.3%+29.0pp |
| Annual return | 11.63% | 20.20%-8.6pp | 982.45%-970.8pp | 40.90%-29.3pp |
| Employer contribution / active EE | $708 | $1,930-63.3% | $2,574-72.5% | $2,631-73.1% |
| Participant deferral / active EE | $2,913 | $2,928-0.5% | $3,961-26.5% | $4,212-30.8% |
| Admin fee / account holder | $16,329 | $3,877+321.2% | $5,028+224.7% | $7,344+122.4% |