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 | $18,136 | $64,839-72.0% | $95,585-81.0% | $84,808-78.6% |
| Participation rate | 85.7% | 63.8%+21.9pp | 72.1%+13.6pp | 68.3%+17.4pp |
| Annual return | 11.46% | -670.96%+682.4pp | 38.56%-27.1pp | 40.90%-29.4pp |
| Employer contribution / active EE | $411 | $1,759-76.6% | $2,527-83.7% | $2,631-84.4% |
| Participant deferral / active EE | $1,058 | $2,965-64.3% | $4,023-73.7% | $4,212-74.9% |
| Admin fee / account holder | $17,770 | $5,964+197.9% | $6,127+190.0% | $7,344+142.0% |