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 | $42,214 | $56,053-24.7% | $75,972-44.4% | $80,856-47.8% |
| Participation rate | 77.6% | 62.0%+15.6pp | 69.1%+8.6pp | 67.6%+10.0pp |
| Annual return | 8.09% | 20.53%-12.4pp | 359.55%-351.5pp | 35.59%-27.5pp |
| Employer contribution / active EE | $852 | $1,874-54.5% | $2,685-68.3% | $2,755-69.1% |
| Participant deferral / active EE | $1,495 | $3,052-51.0% | $4,255-64.9% | $4,296-65.2% |
| Admin fee / account holder | $1,576 | $5,234-69.9% | $6,467-75.6% | $6,918-77.2% |