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 | $58,627-47.1% | $76,735-59.6% | $82,448-62.4% |
| Participation rate | 89.1% | 63.2%+25.8pp | 69.5%+19.6pp | 68.1%+21.0pp |
| Annual return | 9.38% | 39.10%-29.7pp | 29.77%-20.4pp | 41.64%-32.3pp |
| Employer contribution / active EE | $515 | $1,729-70.2% | $2,454-79.0% | $2,551-79.8% |
| Participant deferral / active EE | $2,009 | $3,134-35.9% | $4,088-50.9% | $4,139-51.5% |
| Admin fee / account holder | $11,568 | $5,323+117.3% | $7,189+60.9% | $7,234+59.9% |