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 | $27,732 | $63,861-56.6% | $104,607-73.5% | $79,858-65.3% |
| Participation rate | 75.0% | 64.9%+10.1pp | 74.1%+0.9pp | 69.6%+5.4pp |
| Annual return | 5.53% | 21.30%-15.8pp | 340.46%-334.9pp | 31.71%-26.2pp |
| Employer contribution / active EE | $1,154 | $1,588-27.4% | $2,681-57.0% | $2,471-53.3% |
| Participant deferral / active EE | $2,066 | $2,693-23.3% | $3,740-44.8% | $3,740-44.8% |
| Admin fee / account holder | $1,736 | $4,185-58.5% | $6,473-73.2% | $5,306-67.3% |