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 | $48,452 | $85,766-43.5% | $136,294-64.4% | $70,131-30.9% |
| Participation rate | 97.4% | 74.2%+23.3pp | 81.9%+15.5pp | 69.5%+27.9pp |
| Annual return | 12.60% | 31.45%-18.9pp | 5155.94%-5143.3pp | 73.14%-60.5pp |
| Employer contribution / active EE | $4,663 | $2,966+57.2% | $4,695-0.7% | $2,342+99.1% |
| Participant deferral / active EE | $2,191 | $5,051-56.6% | $6,247-64.9% | $3,332-34.2% |
| Admin fee / account holder | $1,920 | $5,420-64.6% | $9,243-79.2% | $4,645-58.7% |