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 | $19,758 | $51,638-61.7% | $68,368-71.1% | $82,448-76.0% |
| Participation rate | 83.7% | 63.6%+20.1pp | 73.8%+10.0pp | 68.1%+15.7pp |
| Annual return | 8.70% | 37.53%-28.8pp | 292.57%-283.9pp | 41.64%-32.9pp |
| Employer contribution / active EE | $732 | $2,047-64.2% | $2,649-72.4% | $2,551-71.3% |
| Participant deferral / active EE | $0 | $2,914-100.0% | $4,123-100.0% | $4,139-100.0% |
| Admin fee / account holder | $3,791 | $4,643-18.4% | $5,150-26.4% | $7,234-47.6% |