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 7-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 | $17,969 | $45,073-60.1% | $69,455-74.1% | $72,985-75.4% |
| Participation rate | 91.9% | 68.5%+23.4pp | 74.6%+17.3pp | 69.5%+22.4pp |
| Annual return | 5.27% | 22.65%-17.4pp | 28.97%-23.7pp | 81.00%-75.7pp |
| Employer contribution / active EE | $390 | $2,054-81.0% | $2,779-86.0% | $2,440-84.0% |
| Participant deferral / active EE | $1,325 | $2,602-49.1% | $3,535-62.5% | $3,607-63.3% |
| Admin fee / account holder | $1,658 | $3,056-45.7% | $3,839-56.8% | $5,124-67.6% |