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 | $41,298 | $106,515-61.2% | $96,683-57.3% | $139,434-70.4% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 10.55% | 38.43%-27.9pp | 35.69%-25.1pp | 372.94%-362.4pp |
| Employer contribution / active EE | $4,635 | $4,103+13.0% | $3,737+24.0% | $4,751-2.4% |
| Participant deferral / active EE | $3,225 | $5,454-40.9% | $4,878-33.9% | $6,710-51.9% |
| Admin fee / account holder | $28,237 | $7,877+258.5% | $6,730+319.6% | $11,403+147.6% |