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 8-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 | $16,710 | $54,762-69.5% | $90,281-81.5% | $72,985-77.1% |
| Participation rate | 94.7% | 65.1%+29.6pp | 73.3%+21.5pp | 69.5%+25.3pp |
| Annual return | 3.85% | 30.63%-26.8pp | 78.10%-74.2pp | 81.00%-77.1pp |
| Employer contribution / active EE | $969 | $2,092-53.7% | $2,854-66.1% | $2,440-60.3% |
| Participant deferral / active EE | $1,118 | $2,887-61.3% | $3,885-71.2% | $3,607-69.0% |
| Admin fee / account holder | $607 | $3,972-84.7% | $5,351-88.7% | $5,124-88.1% |