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 | $37,729 | $93,571-59.7% | $135,903-72.2% | $75,163-49.8% |
| Participation rate | 83.3% | 75.2%+8.2pp | 81.9%+1.4pp | 67.2%+16.1pp |
| Annual return | 12.23% | 30.90%-18.7pp | 68.23%-56.0pp | 160.62%-148.4pp |
| Employer contribution / active EE | $1,105 | $3,537-68.8% | $4,856-77.2% | $2,670-58.6% |
| Participant deferral / active EE | $3,722 | $6,404-41.9% | $7,758-52.0% | $4,125-9.8% |
| Admin fee / account holder | $5,243 | $6,975-24.8% | $10,762-51.3% | $5,651-7.2% |