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 | $45,941 | $55,706-17.5% | $75,886-39.5% | $72,985-37.1% |
| Participation rate | 89.2% | 61.1%+28.1pp | 69.3%+19.9pp | 69.5%+19.7pp |
| Annual return | 13.76% | 27.59%-13.8pp | 30.76%-17.0pp | 81.00%-67.2pp |
| Employer contribution / active EE | $1,787 | $1,687+6.0% | $2,500-28.5% | $2,440-26.8% |
| Participant deferral / active EE | $2,497 | $2,634-5.2% | $3,603-30.7% | $3,607-30.8% |
| Admin fee / account holder | $2,206 | $3,978-44.6% | $5,418-59.3% | $5,124-57.0% |