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 7-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 | $41,805 | $60,022-30.4% | $88,946-53.0% | $84,808-50.7% |
| Participation rate | 84.4% | 57.8%+26.5pp | 68.8%+15.5pp | 68.3%+16.1pp |
| Annual return | 11.32% | 22.43%-11.1pp | 57.82%-46.5pp | 40.90%-29.6pp |
| Employer contribution / active EE | $549 | $1,703-67.8% | $2,555-78.5% | $2,631-79.1% |
| Participant deferral / active EE | $1,800 | $3,114-42.2% | $4,581-60.7% | $4,212-57.3% |
| Admin fee / account holder | $905 | $4,811-81.2% | $8,261-89.0% | $7,344-87.7% |