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 | $15,852 | $95,416-83.4% | $185,823-91.5% | $85,850-81.5% |
| Participation rate | 94.2% | 68.8%+25.5pp | 81.7%+12.5pp | 69.3%+24.9pp |
| Annual return | 10.94% | 23.59%-12.6pp | 122.05%-111.1pp | 318.53%-307.6pp |
| Employer contribution / active EE | $4,231 | $3,314+27.7% | $5,167-18.1% | $2,565+65.0% |
| Participant deferral / active EE | $0 | $3,423-100.0% | $5,568-100.0% | $3,952-100.0% |
| Admin fee / account holder | $1,109 | $7,213-84.6% | $16,237-93.2% | $6,260-82.3% |