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 | $22,345 | $58,208-61.6% | $81,812-72.7% | $80,856-72.4% |
| Participation rate | 76.9% | 63.4%+13.5pp | 72.3%+4.6pp | 67.6%+9.3pp |
| Annual return | 7.09% | 41.66%-34.6pp | 773.79%-766.7pp | 35.59%-28.5pp |
| Employer contribution / active EE | $506 | $2,340-78.4% | $2,912-82.6% | $2,755-81.6% |
| Participant deferral / active EE | $1,288 | $3,281-60.8% | $4,319-70.2% | $4,296-70.0% |
| Admin fee / account holder | $2,614 | $4,981-47.5% | $7,386-64.6% | $6,918-62.2% |