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 | $44,691 | $93,571-52.2% | $135,903-67.1% | $75,163-40.5% |
| Participation rate | 89.7% | 75.2%+14.5pp | 81.9%+7.7pp | 67.2%+22.5pp |
| Annual return | 12.60% | 30.90%-18.3pp | 68.23%-55.6pp | 160.62%-148.0pp |
| Employer contribution / active EE | $3,525 | $3,537-0.3% | $4,856-27.4% | $2,670+32.0% |
| Participant deferral / active EE | $3,212 | $6,404-49.9% | $7,758-58.6% | $4,125-22.1% |
| Admin fee / account holder | $2,987 | $6,975-57.2% | $10,762-72.2% | $5,651-47.1% |