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 | $33,314 | $51,638-35.5% | $68,368-51.3% | $82,448-59.6% |
| Participation rate | 87.5% | 63.6%+23.9pp | 73.8%+13.7pp | 68.1%+19.4pp |
| Annual return | 13.04% | 37.53%-24.5pp | 292.57%-279.5pp | 41.64%-28.6pp |
| Employer contribution / active EE | $3,924 | $2,047+91.7% | $2,649+48.1% | $2,551+53.8% |
| Participant deferral / active EE | $0 | $2,914-100.0% | $4,123-100.0% | $4,139-100.0% |
| Admin fee / account holder | $1,519 | $4,643-67.3% | $5,150-70.5% | $7,234-79.0% |