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 | $102,610 | $67,411+52.2% | $91,001+12.8% | $70,131+46.3% |
| Participation rate | 86.1% | 71.4%+14.7pp | 75.6%+10.5pp | 69.5%+16.6pp |
| Annual return | 11.38% | -40.16%+51.5pp | 4.60%+6.8pp | 73.14%-61.8pp |
| Employer contribution / active EE | $0 | $1,786-100.0% | $2,456-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,404 | $2,823-50.3% | $3,547-60.4% | $3,332-57.9% |
| Admin fee / account holder | $2,530 | $4,236-40.3% | $5,417-53.3% | $4,645-45.5% |