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 | $40,535 | $76,552-47.0% | $123,892-67.3% | $62,891-35.5% |
| Participation rate | 78.9% | 73.0%+5.9pp | 81.4%-2.5pp | 69.3%+9.6pp |
| Annual return | 5.82% | 18.68%-12.9pp | 47.52%-41.7pp | 20.14%-14.3pp |
| Employer contribution / active EE | $2,374 | $2,883-17.6% | $4,617-48.6% | $2,281+4.1% |
| Participant deferral / active EE | $3,227 | $4,840-33.3% | $5,984-46.1% | $3,203+0.8% |
| Admin fee / account holder | $1,153 | $4,826-76.1% | $8,357-86.2% | $4,296-73.2% |