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 | $23,911 | $68,346-65.0% | $94,646-74.7% | $75,163-68.2% |
| Participation rate | 90.6% | 76.1%+14.5pp | 80.8%+9.7pp | 67.2%+23.4pp |
| Annual return | 11.40% | 616.93%-605.5pp | 156.71%-145.3pp | 160.62%-149.2pp |
| Employer contribution / active EE | $957 | $2,701-64.6% | $3,672-73.9% | $2,670-64.2% |
| Participant deferral / active EE | $3,083 | $6,537-52.8% | $7,418-58.4% | $4,125-25.3% |
| Admin fee / account holder | $5,120 | $5,326-3.9% | $7,231-29.2% | $5,651-9.4% |