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 | $65,047 | $71,050-8.4% | $93,606-30.5% | $80,856-19.6% |
| Participation rate | 82.9% | 60.4%+22.5pp | 68.7%+14.2pp | 67.6%+15.3pp |
| Annual return | 7.05% | 11.26%-4.2pp | 133.20%-126.1pp | 35.59%-28.5pp |
| Employer contribution / active EE | $780 | $1,564-50.1% | $2,420-67.8% | $2,755-71.7% |
| Participant deferral / active EE | $2,376 | $4,034-41.1% | $4,411-46.1% | $4,296-44.7% |
| Admin fee / account holder | $11,918 | $6,945+71.6% | $8,285+43.8% | $6,918+72.3% |