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 | $44,522 | $76,367-41.7% | $93,606-52.4% | $72,985-39.0% |
| Participation rate | 88.2% | 71.7%+16.5pp | 75.8%+12.4pp | 69.5%+18.7pp |
| Annual return | 15.25% | 25.82%-10.6pp | 32.76%-17.5pp | 81.00%-65.8pp |
| Employer contribution / active EE | $734 | $2,275-67.7% | $2,718-73.0% | $2,440-69.9% |
| Participant deferral / active EE | $2,320 | $3,538-34.4% | $4,069-43.0% | $3,607-35.7% |
| Admin fee / account holder | $24,316 | $6,838+255.6% | $7,888+208.3% | $5,124+374.5% |