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 | $30,875 | $53,127-41.9% | $86,590-64.3% | $70,131-56.0% |
| Participation rate | 73.1% | 65.3%+7.8pp | 73.5%-0.5pp | 69.5%+3.5pp |
| Annual return | 12.21% | 27.66%-15.5pp | 964.84%-952.6pp | 73.14%-60.9pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $2,839-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $3,943 | $2,696+46.3% | $3,609+9.3% | $3,332+18.3% |
| Admin fee / account holder | $358 | $3,585-90.0% | $4,906-92.7% | $4,645-92.3% |