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 7-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 | $24,549 | $73,933-66.8% | $96,683-74.6% | $75,163-67.3% |
| Participation rate | 93.3% | 66.4%+26.9pp | 74.3%+19.0pp | 67.2%+26.1pp |
| Annual return | 10.26% | 26.70%-16.4pp | 35.69%-25.4pp | 160.62%-150.4pp |
| Employer contribution / active EE | $2,667 | $2,928-8.9% | $3,737-28.6% | $2,670-0.1% |
| Participant deferral / active EE | $1,977 | $3,659-46.0% | $4,878-59.5% | $4,125-52.1% |
| Admin fee / account holder | $3,105 | $5,216-40.5% | $6,730-53.9% | $5,651-45.1% |