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 | $27,204 | $84,233-67.7% | $170,442-84.0% | $70,131-61.2% |
| Participation rate | 94.5% | 70.8%+23.7pp | 83.6%+10.9pp | 69.5%+25.0pp |
| Annual return | 4.68% | 23.06%-18.4pp | 205.93%-201.3pp | 73.14%-68.5pp |
| Employer contribution / active EE | $533 | $3,387-84.3% | $5,433-90.2% | $2,342-77.2% |
| Participant deferral / active EE | $2,617 | $3,086-15.2% | $4,939-47.0% | $3,332-21.4% |
| Admin fee / account holder | $4,620 | $5,698-18.9% | $13,880-66.7% | $4,645-0.6% |