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 | $25,438 | $59,101-57.0% | $77,163-67.0% | $75,163-66.2% |
| Participation rate | 86.5% | 63.9%+22.7pp | 69.6%+17.0pp | 67.2%+19.3pp |
| Annual return | 12.90% | 26.71%-13.8pp | 37.87%-25.0pp | 160.62%-147.7pp |
| Employer contribution / active EE | $1,058 | $1,995-47.0% | $2,535-58.3% | $2,670-60.4% |
| Participant deferral / active EE | $0 | $2,999-100.0% | $3,833-100.0% | $4,125-100.0% |
| Admin fee / account holder | $1,082 | $4,774-77.3% | $5,472-80.2% | $5,651-80.8% |