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 | $75,152 | $80,968-7.2% | $96,544-22.2% | $75,1630% |
| Participation rate | 100.0% | 71.8%+28.2pp | 76.0%+24.0pp | 67.2%+32.8pp |
| Annual return | 8.25% | 27.06%-18.8pp | 25.84%-17.6pp | 160.62%-152.4pp |
| Employer contribution / active EE | $2,625 | $2,282+15.0% | $2,965-11.5% | $2,670-1.7% |
| Participant deferral / active EE | $2,489 | $3,928-36.6% | $4,851-48.7% | $4,125-39.7% |
| Admin fee / account holder | $3,253 | $6,724-51.6% | $8,252-60.6% | $5,651-42.4% |