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 | $48,756 | $106,749-54.3% | $145,433-66.5% | $82,448-40.9% |
| Participation rate | 76.4% | 75.6%+0.7pp | 82.1%-5.8pp | 68.1%+8.3pp |
| Annual return | 13.11% | 27.59%-14.5pp | 66.58%-53.5pp | 41.64%-28.5pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,977 | $6,519-54.3% | $7,897-62.3% | $4,139-28.1% |
| Admin fee / account holder | $2,178 | $8,390-74.0% | $13,129-83.4% | $7,234-69.9% |