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 | $24,162 | $84,233-71.3% | $170,442-85.8% | $70,131-65.5% |
| Participation rate | 92.5% | 70.8%+21.7pp | 83.6%+8.9pp | 69.5%+23.0pp |
| Annual return | 11.89% | 23.06%-11.2pp | 205.93%-194.0pp | 73.14%-61.3pp |
| Employer contribution / active EE | $492 | $3,387-85.5% | $5,433-90.9% | $2,342-79.0% |
| Participant deferral / active EE | $2,191 | $3,086-29.0% | $4,939-55.6% | $3,332-34.2% |
| Admin fee / account holder | $5,663 | $5,698-0.6% | $13,880-59.2% | $4,645+21.9% |