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 | $40,297 | $54,762-26.4% | $90,281-55.4% | $72,985-44.8% |
| Participation rate | 75.6% | 65.1%+10.5pp | 73.3%+2.3pp | 69.5%+6.1pp |
| Annual return | 15.51% | 30.63%-15.1pp | 78.10%-62.6pp | 81.00%-65.5pp |
| Employer contribution / active EE | $827 | $2,092-60.5% | $2,854-71.0% | $2,440-66.1% |
| Participant deferral / active EE | $851 | $2,887-70.5% | $3,885-78.1% | $3,607-76.4% |
| Admin fee / account holder | $9,917 | $3,972+149.7% | $5,351+85.3% | $5,124+93.5% |