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 | $58,915 | $78,422-24.9% | $95,952-38.6% | $79,858-26.2% |
| Participation rate | 86.0% | 73.5%+12.6pp | 77.1%+9.0pp | 69.6%+16.4pp |
| Annual return | 5.50% | 19.37%-13.9pp | 91.61%-86.1pp | 31.71%-26.2pp |
| Employer contribution / active EE | $700 | $1,945-64.0% | $2,541-72.5% | $2,471-71.7% |
| Participant deferral / active EE | $3,352 | $3,440-2.5% | $4,167-19.6% | $3,740-10.4% |
| Admin fee / account holder | $17,946 | $5,622+219.2% | $6,795+164.1% | $5,306+238.2% |