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 | $48,118 | $56,053-14.2% | $75,972-36.7% | $80,856-40.5% |
| Participation rate | 83.0% | 62.0%+20.9pp | 69.1%+13.9pp | 67.6%+15.3pp |
| Annual return | 9.54% | 20.53%-11.0pp | 359.55%-350.0pp | 35.59%-26.1pp |
| Employer contribution / active EE | $851 | $1,874-54.6% | $2,685-68.3% | $2,755-69.1% |
| Participant deferral / active EE | $2,038 | $3,052-33.2% | $4,255-52.1% | $4,296-52.6% |
| Admin fee / account holder | $12,520 | $5,234+139.2% | $6,467+93.6% | $6,918+81.0% |