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 | $46,323 | $99,652-53.5% | $78,778-41.2% | $147,584-68.6% |
| Participation rate | 88.9% | 76.2%+12.7pp | 69.2%+19.7pp | 82.8%+6.1pp |
| Annual return | 0.07% | 47.28%-47.2pp | 35.62%-35.5pp | 578.55%-578.5pp |
| Employer contribution / active EE | $626 | $2,796-77.6% | $1,986-68.5% | $4,876-87.2% |
| Participant deferral / active EE | $5,222 | $3,664+42.5% | $2,958+76.5% | $5,439-4.0% |
| Admin fee / account holder | $3,012 | $7,155-57.9% | $5,134-41.3% | $10,885-72.3% |