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 | $40,931 | $69,977-41.5% | $108,579-62.3% | $62,891-34.9% |
| Participation rate | 85.4% | 72.9%+12.5pp | 79.6%+5.8pp | 69.3%+16.1pp |
| Annual return | 4.69% | 10.73%-6.0pp | -51.70%+56.4pp | 20.14%-15.5pp |
| Employer contribution / active EE | $471 | $2,135-77.9% | $3,758-87.5% | $2,281-79.4% |
| Participant deferral / active EE | $2,229 | $3,165-29.6% | $4,311-48.3% | $3,203-30.4% |
| Admin fee / account holder | $3,328 | $5,076-34.5% | $7,645-56.5% | $4,296-22.5% |