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 | $27,940 | $106,515-73.8% | $96,683-71.1% | $139,434-80.0% |
| Participation rate | 90.9% | 77.8%+13.1pp | 74.3%+16.6pp | 80.3%+10.6pp |
| Annual return | 7.55% | 38.43%-30.9pp | 35.69%-28.1pp | 372.94%-365.4pp |
| Employer contribution / active EE | $2,315 | $4,103-43.6% | $3,737-38.0% | $4,751-51.3% |
| Participant deferral / active EE | $4,980 | $5,454-8.7% | $4,878+2.1% | $6,710-25.8% |
| Admin fee / account holder | $3,127 | $7,877-60.3% | $6,730-53.5% | $11,403-72.6% |