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 | $27,908 | $51,638-46.0% | $68,368-59.2% | $82,448-66.2% |
| Participation rate | 85.7% | 63.6%+22.1pp | 73.8%+12.0pp | 68.1%+17.6pp |
| Annual return | 12.75% | 37.53%-24.8pp | 292.57%-279.8pp | 41.64%-28.9pp |
| Employer contribution / active EE | $815 | $2,047-60.2% | $2,649-69.3% | $2,551-68.1% |
| Participant deferral / active EE | $1,720 | $2,914-41.0% | $4,123-58.3% | $4,139-58.4% |
| Admin fee / account holder | $10,201 | $4,643+119.7% | $5,150+98.1% | $7,234+41.0% |