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 | $56,735 | $65,041-12.8% | $90,951-37.6% | $79,858-29.0% |
| Participation rate | 90.7% | 61.6%+29.1pp | 69.0%+21.7pp | 69.6%+21.1pp |
| Annual return | 8.12% | 30.45%-22.3pp | 134.60%-126.5pp | 31.71%-23.6pp |
| Employer contribution / active EE | $1,005 | $1,247-19.4% | $2,122-52.6% | $2,471-59.3% |
| Participant deferral / active EE | $3,024 | $2,512+20.4% | $3,373-10.4% | $3,740-19.2% |
| Admin fee / account holder | $13,581 | $4,536+199.4% | $5,959+127.9% | $5,306+155.9% |