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 | $29,669 | $98,750-70.0% | $149,696-80.2% | $79,858-62.8% |
| Participation rate | 88.9% | 75.8%+13.1pp | 82.5%+6.4pp | 69.6%+19.3pp |
| Annual return | 9.84% | 27.43%-17.6pp | 276.60%-266.8pp | 31.71%-21.9pp |
| Employer contribution / active EE | $3,174 | $3,216-1.3% | $4,644-31.7% | $2,471+28.5% |
| Participant deferral / active EE | $5,498 | $5,680-3.2% | $6,842-19.6% | $3,740+47.0% |
| Admin fee / account holder | $13,351 | $6,053+120.6% | $9,309+43.4% | $5,306+151.6% |