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 | $51,620 | $57,065-9.5% | $75,670-31.8% | $70,131-26.4% |
| Participation rate | 96.8% | 68.1%+28.7pp | 72.3%+24.4pp | 69.5%+27.2pp |
| Annual return | 9.72% | 23.57%-13.9pp | 27.34%-17.6pp | 73.14%-63.4pp |
| Employer contribution / active EE | $1,015 | $1,817-44.1% | $2,352-56.9% | $2,342-56.7% |
| Participant deferral / active EE | $2,495 | $2,580-3.3% | $3,142-20.6% | $3,332-25.1% |
| Admin fee / account holder | $1,873 | $3,825-51.0% | $5,800-67.7% | $4,645-59.7% |