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 | $33,131 | $60,892-45.6% | $82,389-59.8% | $84,808-60.9% |
| Participation rate | 96.7% | 63.3%+33.4pp | 69.5%+27.1pp | 68.3%+28.4pp |
| Annual return | 12.15% | 37.29%-25.1pp | 28.67%-16.5pp | 40.90%-28.7pp |
| Employer contribution / active EE | $1,703 | $1,779-4.3% | $2,517-32.3% | $2,631-35.3% |
| Participant deferral / active EE | $4,067 | $3,179+27.9% | $4,155-2.1% | $4,212-3.4% |
| Admin fee / account holder | $11,226 | $5,467+105.3% | $7,231+55.2% | $7,344+52.9% |