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 | $35,743 | $79,944-55.3% | $98,439-63.7% | $75,163-52.4% |
| Participation rate | 76.7% | 70.4%+6.4pp | 75.2%+1.6pp | 67.2%+9.6pp |
| Annual return | 12.13% | 19.75%-7.6pp | 21.16%-9.0pp | 160.62%-148.5pp |
| Employer contribution / active EE | $916 | $2,264-59.5% | $3,048-69.9% | $2,670-65.7% |
| Participant deferral / active EE | $3,693 | $3,752-1.6% | $4,738-22.1% | $4,125-10.5% |
| Admin fee / account holder | $1,052 | $6,840-84.6% | $8,948-88.2% | $5,651-81.4% |