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 | $51,809 | $83,477-37.9% | $125,175-58.6% | $72,985-29.0% |
| Participation rate | 79.7% | 73.3%+6.4pp | 79.8%0pp | 69.5%+10.3pp |
| Annual return | 4.73% | 25.78%-21.1pp | 43.79%-39.1pp | 81.00%-76.3pp |
| Employer contribution / active EE | $2,098 | $2,345-10.5% | $3,865-45.7% | $2,440-14.0% |
| Participant deferral / active EE | $3,261 | $3,585-9.1% | $4,937-33.9% | $3,607-9.6% |
| Admin fee / account holder | $10,848 | $5,517+96.6% | $9,702+11.8% | $5,124+111.7% |