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 | $38,452 | $78,422-51.0% | $95,952-59.9% | $79,858-51.9% |
| Participation rate | 93.3% | 73.5%+19.8pp | 77.1%+16.3pp | 69.6%+23.7pp |
| Annual return | 7.39% | 19.37%-12.0pp | 91.61%-84.2pp | 31.71%-24.3pp |
| Employer contribution / active EE | $1,767 | $1,945-9.2% | $2,541-30.5% | $2,471-28.5% |
| Participant deferral / active EE | $1,907 | $3,440-44.6% | $4,167-54.2% | $3,740-49.0% |
| Admin fee / account holder | $15,239 | $5,622+171.1% | $6,795+124.3% | $5,306+187.2% |