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 | $23,630 | $85,766-72.4% | $136,294-82.7% | $70,131-66.3% |
| Participation rate | 76.2% | 74.2%+2.0pp | 81.9%-5.7pp | 69.5%+6.6pp |
| Annual return | 7.08% | 31.45%-24.4pp | 5155.94%-5148.9pp | 73.14%-66.1pp |
| Employer contribution / active EE | $1,872 | $2,966-36.9% | $4,695-60.1% | $2,342-20.1% |
| Participant deferral / active EE | $3,446 | $5,051-31.8% | $6,247-44.8% | $3,332+3.4% |
| Admin fee / account holder | $5,522 | $5,420+1.9% | $9,243-40.3% | $4,645+18.9% |