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 | $38,308 | $78,422-51.2% | $95,952-60.1% | $79,858-52.0% |
| Participation rate | 87.1% | 73.5%+13.6pp | 77.1%+10.0pp | 69.6%+17.4pp |
| Annual return | 7.82% | 19.37%-11.6pp | 91.61%-83.8pp | 31.71%-23.9pp |
| Employer contribution / active EE | $3,306 | $1,945+70.0% | $2,541+30.1% | $2,471+33.8% |
| Participant deferral / active EE | $2,663 | $3,440-22.6% | $4,167-36.1% | $3,740-28.8% |
| Admin fee / account holder | $9,284 | $5,622+65.1% | $6,795+36.6% | $5,306+75.0% |