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 | $39,938 | $65,041-38.6% | $90,951-56.1% | $79,858-50.0% |
| Participation rate | 77.1% | 61.6%+15.5pp | 69.0%+8.1pp | 69.6%+7.5pp |
| Annual return | 3.30% | 30.45%-27.2pp | 134.60%-131.3pp | 31.71%-28.4pp |
| Employer contribution / active EE | $367 | $1,247-70.6% | $2,122-82.7% | $2,471-85.2% |
| Participant deferral / active EE | $2,673 | $2,512+6.4% | $3,373-20.8% | $3,740-28.5% |
| Admin fee / account holder | $1,304 | $4,536-71.3% | $5,959-78.1% | $5,306-75.4% |