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 | $29,171 | $45,152-35.4% | $73,843-60.5% | $59,632-51.1% |
| Participation rate | 96.2% | 64.0%+32.1pp | 73.4%+22.7pp | 68.7%+27.5pp |
| Annual return | -3.67% | 27.40%-31.1pp | 2267.84%-2271.5pp | 2041.28%-2044.9pp |
| Employer contribution / active EE | $573 | $1,902-69.9% | $2,787-79.5% | $2,203-74.0% |
| Participant deferral / active EE | $7,316 | $2,574+184.3% | $3,583+104.2% | $3,192+129.2% |
| Admin fee / account holder | $2,256 | $3,516-35.9% | $4,880-53.8% | $4,297-47.5% |