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 | $55,400 | $69,515-20.3% | $86,874-36.2% | $85,850-35.5% |
| Participation rate | 87.8% | 66.3%+21.5pp | 71.6%+16.2pp | 69.3%+18.5pp |
| Annual return | 3.04% | 20.12%-17.1pp | 63.52%-60.5pp | 318.53%-315.5pp |
| Employer contribution / active EE | $3,049 | $1,880+62.1% | $2,495+22.2% | $2,565+18.9% |
| Participant deferral / active EE | $2,344 | $2,919-19.7% | $3,699-36.6% | $3,952-40.7% |
| Admin fee / account holder | $982 | $5,972-83.6% | $5,828-83.1% | $6,260-84.3% |