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 | $38,560 | $53,127-27.4% | $86,590-55.5% | $70,131-45.0% |
| Participation rate | 92.4% | 65.3%+27.1pp | 73.5%+18.9pp | 69.5%+22.9pp |
| Annual return | 11.83% | 27.66%-15.8pp | 964.84%-953.0pp | 73.14%-61.3pp |
| Employer contribution / active EE | $1,468 | $2,068-29.0% | $2,839-48.3% | $2,342-37.3% |
| Participant deferral / active EE | $2,397 | $2,696-11.1% | $3,609-33.6% | $3,332-28.0% |
| Admin fee / account holder | $2,618 | $3,585-27.0% | $4,906-46.6% | $4,645-43.7% |