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 | $23,228 | $77,813-70.1% | $123,544-81.2% | $64,186-63.8% |
| Participation rate | 92.6% | 74.7%+17.9pp | 82.3%+10.3pp | 69.6%+23.0pp |
| Annual return | -8.30% | 12.48%-20.8pp | 119.20%-127.5pp | 7.63%-15.9pp |
| Employer contribution / active EE | $5,612 | $3,014+86.2% | $4,628+21.3% | $2,381+135.7% |
| Participant deferral / active EE | $5,897 | $5,240+12.6% | $6,426-8.2% | $3,470+70.0% |
| Admin fee / account holder | $1,743 | $5,519-68.4% | $9,284-81.2% | $4,888-64.3% |