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 | $29,711 | $55,706-46.7% | $75,886-60.8% | $72,985-59.3% |
| Participation rate | 85.2% | 61.1%+24.1pp | 69.3%+15.9pp | 69.5%+15.7pp |
| Annual return | 16.13% | 27.59%-11.5pp | 30.76%-14.6pp | 81.00%-64.9pp |
| Employer contribution / active EE | $966 | $1,687-42.7% | $2,500-61.3% | $2,440-60.4% |
| Participant deferral / active EE | $1,754 | $2,634-33.4% | $3,603-51.3% | $3,607-51.4% |
| Admin fee / account holder | $875 | $3,978-78.0% | $5,418-83.9% | $5,124-82.9% |