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 | $36,803 | $80,968-54.5% | $96,544-61.9% | $75,163-51.0% |
| Participation rate | 89.6% | 71.8%+17.8pp | 76.0%+13.6pp | 67.2%+22.4pp |
| Annual return | 10.76% | 27.06%-16.3pp | 25.84%-15.1pp | 160.62%-149.9pp |
| Employer contribution / active EE | $1,229 | $2,282-46.2% | $2,965-58.6% | $2,670-54.0% |
| Participant deferral / active EE | $3,403 | $3,928-13.4% | $4,851-29.8% | $4,125-17.5% |
| Admin fee / account holder | $3,843 | $6,724-42.9% | $8,252-53.4% | $5,651-32.0% |