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 | $30,638 | $76,000-59.7% | $154,107-80.1% | $64,186-52.3% |
| Participation rate | 84.6% | 70.4%+14.2pp | 83.0%+1.6pp | 69.6%+15.0pp |
| Annual return | -8.22% | 30.32%-38.5pp | 735.12%-743.3pp | 7.63%-15.9pp |
| Employer contribution / active EE | $787 | $3,351-76.5% | $5,298-85.1% | $2,381-66.9% |
| Participant deferral / active EE | $1,080 | $3,175-66.0% | $5,081-78.7% | $3,470-68.9% |
| Admin fee / account holder | $750 | $5,596-86.6% | $13,411-94.4% | $4,888-84.6% |