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 | $43,635 | $65,395-33.3% | $182,532-76.1% | $72,985-40.2% |
| Participation rate | 96.6% | 65.4%+31.2pp | 78.0%+18.6pp | 69.5%+27.1pp |
| Annual return | 3.44% | 27.68%-24.2pp | 148.54%-145.1pp | 81.00%-77.6pp |
| Employer contribution / active EE | $1,257 | $1,911-34.2% | $4,076-69.2% | $2,440-48.5% |
| Participant deferral / active EE | $0 | $3,563-100.0% | $5,524-100.0% | $3,607-100.0% |
| Admin fee / account holder | $3,117 | $4,245-26.6% | $8,592-63.7% | $5,124-39.2% |