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 | $37,888 | $57,354-33.9% | $83,848-54.8% | $64,186-41.0% |
| Participation rate | 76.8% | 68.6%+8.2pp | 76.1%+0.6pp | 69.6%+7.2pp |
| Annual return | -8.77% | 11.38%-20.2pp | 850.88%-859.7pp | 7.63%-16.4pp |
| Employer contribution / active EE | $854 | $2,545-66.5% | $3,631-76.5% | $2,381-64.2% |
| Participant deferral / active EE | $1,896 | $2,993-36.7% | $4,082-53.6% | $3,470-45.4% |
| Admin fee / account holder | $1,038 | $4,046-74.3% | $5,478-81.1% | $4,888-78.8% |