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 | $36,974 | $83,477-55.7% | $125,175-70.5% | $72,985-49.3% |
| Participation rate | 78.4% | 73.3%+5.1pp | 79.8%-1.4pp | 69.5%+8.9pp |
| Annual return | 15.05% | 25.78%-10.7pp | 43.79%-28.7pp | 81.00%-66.0pp |
| Employer contribution / active EE | $3,714 | $2,345+58.4% | $3,865-3.9% | $2,440+52.2% |
| Participant deferral / active EE | $2,600 | $3,585-27.5% | $4,937-47.3% | $3,607-27.9% |
| Admin fee / account holder | $998 | $5,517-81.9% | $9,702-89.7% | $5,124-80.5% |