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 | $27,307 | $54,541-49.9% | $78,778-65.3% | $70,131-61.1% |
| Participation rate | 88.9% | 60.8%+28.1pp | 69.2%+19.7pp | 69.5%+19.3pp |
| Annual return | 9.68% | 21.07%-11.4pp | 35.62%-25.9pp | 73.14%-63.5pp |
| Employer contribution / active EE | $578 | $1,089-46.9% | $1,986-70.9% | $2,342-75.3% |
| Participant deferral / active EE | $1,457 | $2,210-34.1% | $2,958-50.7% | $3,332-56.3% |
| Admin fee / account holder | $18,200 | $3,709+390.8% | $5,134+254.5% | $4,645+291.8% |