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 | $20,496 | $91,190-77.5% | $178,490-88.5% | $79,858-74.3% |
| Participation rate | 86.4% | 69.2%+17.2pp | 81.9%+4.4pp | 69.6%+16.7pp |
| Annual return | 3.68% | 24.19%-20.5pp | 151.07%-147.4pp | 31.71%-28.0pp |
| Employer contribution / active EE | $3,471 | $3,256+6.6% | $5,011-30.7% | $2,471+40.5% |
| Participant deferral / active EE | $1,188 | $3,236-63.3% | $5,202-77.2% | $3,740-68.2% |
| Admin fee / account holder | $1,260 | $6,751-81.3% | $13,984-91.0% | $5,306-76.2% |