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 | $37,376 | $63,346-41.0% | $92,233-59.5% | $70,131-46.7% |
| Participation rate | 84.1% | 68.7%+15.4pp | 76.5%+7.6pp | 69.5%+14.5pp |
| Annual return | 11.63% | 530.12%-518.5pp | 176.28%-164.6pp | 73.14%-61.5pp |
| Employer contribution / active EE | $823 | $2,471-66.7% | $3,679-77.6% | $2,342-64.9% |
| Participant deferral / active EE | $1,960 | $2,854-31.3% | $3,897-49.7% | $3,332-41.2% |
| Admin fee / account holder | $6,261 | $3,840+63.0% | $5,194+20.6% | $4,645+34.8% |