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 | $58,699 | $85,766-31.6% | $136,294-56.9% | $70,131-16.3% |
| Participation rate | 92.1% | 74.2%+17.9pp | 81.9%+10.2pp | 69.5%+22.6pp |
| Annual return | 13.80% | 31.45%-17.7pp | 5155.94%-5142.1pp | 73.14%-59.3pp |
| Employer contribution / active EE | $2,926 | $2,966-1.3% | $4,695-37.7% | $2,342+24.9% |
| Participant deferral / active EE | $7,412 | $5,051+46.7% | $6,247+18.6% | $3,332+122.5% |
| Admin fee / account holder | $1,660 | $5,420-69.4% | $9,243-82.0% | $4,645-64.3% |