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 | $10,667 | $24,730-56.9% | $66,042-83.8% | $84,808-87.4% |
| Participation rate | 88.0% | 68.1%+19.9pp | 67.5%+20.5pp | 68.3%+19.7pp |
| Annual return | 8.42% | 79.55%-71.1pp | 52.11%-43.7pp | 40.90%-32.5pp |
| Employer contribution / active EE | $232 | $857-72.9% | $1,579-85.3% | $2,631-91.2% |
| Participant deferral / active EE | $2,113 | $1,737+21.7% | $2,835-25.5% | $4,212-49.8% |
| Admin fee / account holder | $15,525 | $3,014+415.1% | $5,747+170.2% | $7,344+111.4% |