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 | $32,883 | $58,512-43.8% | $84,015-60.9% | $72,985-54.9% |
| Participation rate | 77.4% | 61.2%+16.2pp | 69.0%+8.4pp | 69.5%+7.9pp |
| Annual return | 13.32% | 28.93%-15.6pp | 71.31%-58.0pp | 81.00%-67.7pp |
| Employer contribution / active EE | $368 | $1,163-68.4% | $1,983-81.5% | $2,440-84.9% |
| Participant deferral / active EE | $2,532 | $2,394+5.8% | $3,239-21.8% | $3,607-29.8% |
| Admin fee / account holder | $5,000 | $4,569+9.4% | $6,101-18.0% | $5,124-2.4% |