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 | $30,265 | $77,813-61.1% | $123,544-75.5% | $64,186-52.8% |
| Participation rate | 92.3% | 74.7%+17.6pp | 82.3%+10.0pp | 69.6%+22.7pp |
| Annual return | -11.64% | 12.48%-24.1pp | 119.20%-130.8pp | 7.63%-19.3pp |
| Employer contribution / active EE | $633 | $3,014-79.0% | $4,628-86.3% | $2,381-73.4% |
| Participant deferral / active EE | $13,369 | $5,240+155.1% | $6,426+108.1% | $3,470+285.3% |
| Admin fee / account holder | $601 | $5,519-89.1% | $9,284-93.5% | $4,888-87.7% |