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 | $30,992 | $60,892-49.1% | $82,389-62.4% | $84,808-63.5% |
| Participation rate | 89.1% | 63.3%+25.8pp | 69.5%+19.5pp | 68.3%+20.8pp |
| Annual return | 9.38% | 37.29%-27.9pp | 28.67%-19.3pp | 40.90%-31.5pp |
| Employer contribution / active EE | $515 | $1,779-71.1% | $2,517-79.5% | $2,631-80.4% |
| Participant deferral / active EE | $2,009 | $3,179-36.8% | $4,155-51.7% | $4,212-52.3% |
| Admin fee / account holder | $11,568 | $5,467+111.6% | $7,231+60.0% | $7,344+57.5% |