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 | $56,728 | $65,041-12.8% | $90,951-37.6% | $79,858-29.0% |
| Participation rate | 71.8% | 61.6%+10.2pp | 69.0%+2.8pp | 69.6%+2.2pp |
| Annual return | 9.05% | 30.45%-21.4pp | 134.60%-125.5pp | 31.71%-22.7pp |
| Employer contribution / active EE | $493 | $1,247-60.5% | $2,122-76.8% | $2,471-80.1% |
| Participant deferral / active EE | $1,188 | $2,512-52.7% | $3,373-64.8% | $3,740-68.2% |
| Admin fee / account holder | $11,422 | $4,536+151.8% | $5,959+91.7% | $5,306+115.2% |