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 | $51,685 | $84,233-38.6% | $170,442-69.7% | $70,131-26.3% |
| Participation rate | 72.1% | 70.8%+1.2pp | 83.6%-11.5pp | 69.5%+2.5pp |
| Annual return | 9.65% | 23.06%-13.4pp | 205.93%-196.3pp | 73.14%-63.5pp |
| Employer contribution / active EE | $587 | $3,387-82.7% | $5,433-89.2% | $2,342-74.9% |
| Participant deferral / active EE | $2,226 | $3,086-27.9% | $4,939-54.9% | $3,332-33.2% |
| Admin fee / account holder | $4,634 | $5,698-18.7% | $13,880-66.6% | $4,645-0.2% |