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 | $45,696 | $63,861-28.4% | $104,607-56.3% | $79,858-42.8% |
| Participation rate | 75.6% | 64.9%+10.7pp | 74.1%+1.5pp | 69.6%+6.0pp |
| Annual return | 9.56% | 21.30%-11.7pp | 340.46%-330.9pp | 31.71%-22.2pp |
| Employer contribution / active EE | $1,151 | $1,588-27.5% | $2,681-57.0% | $2,471-53.4% |
| Participant deferral / active EE | $3,325 | $2,693+23.4% | $3,740-11.1% | $3,740-11.1% |
| Admin fee / account holder | $19,268 | $4,185+360.4% | $6,473+197.7% | $5,306+263.1% |