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 | $26,040 | $63,346-58.9% | $92,233-71.8% | $70,131-62.9% |
| Participation rate | 95.1% | 68.7%+26.4pp | 76.5%+18.6pp | 69.5%+25.5pp |
| Annual return | 12.23% | 530.12%-517.9pp | 176.28%-164.0pp | 73.14%-60.9pp |
| Employer contribution / active EE | $984 | $2,471-60.2% | $3,679-73.3% | $2,342-58.0% |
| Participant deferral / active EE | $1,870 | $2,854-34.5% | $3,897-52.0% | $3,332-43.9% |
| Admin fee / account holder | $439 | $3,840-88.6% | $5,194-91.5% | $4,645-90.5% |