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 | $33,324 | $81,208-59.0% | $98,907-66.3% | $79,858-58.3% |
| Participation rate | 77.6% | 72.5%+5.1pp | 76.0%+1.6pp | 69.6%+8.0pp |
| Annual return | 1.54% | 60.99%-59.4pp | 196.43%-194.9pp | 31.71%-30.2pp |
| Employer contribution / active EE | $500 | $1,960-74.5% | $2,689-81.4% | $2,471-79.8% |
| Participant deferral / active EE | $2,500 | $3,265-23.4% | $4,244-41.1% | $3,740-33.2% |
| Admin fee / account holder | $8,667 | $6,013+44.1% | $6,642+30.5% | $5,306+63.3% |