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 | $50,405 | $81,233-38.0% | $155,567-67.6% | $80,874-37.7% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 9.47% | 33.33%-23.9pp | 64.74%-55.3pp | 35.62%-26.1pp |
| Employer contribution / active EE | $2,918 | $3,101-5.9% | $4,674-37.6% | $2,756+5.9% |
| Participant deferral / active EE | $3,083 | $3,452-10.7% | $5,628-45.2% | $4,297-28.3% |
| Admin fee / account holder | $585 | $7,998-92.7% | $15,916-96.3% | $6,935-91.6% |