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 | $43,441 | $54,541-20.4% | $78,778-44.9% | $70,131-38.1% |
| Participation rate | 76.0% | 60.8%+15.2pp | 69.2%+6.8pp | 69.5%+6.5pp |
| Annual return | 11.74% | 21.07%-9.3pp | 35.62%-23.9pp | 73.14%-61.4pp |
| Employer contribution / active EE | $354 | $1,089-67.5% | $1,986-82.2% | $2,342-84.9% |
| Participant deferral / active EE | $1,675 | $2,210-24.2% | $2,958-43.4% | $3,332-49.7% |
| Admin fee / account holder | $1,233 | $3,709-66.7% | $5,134-76.0% | $4,645-73.5% |