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 | $50,847 | $63,346-19.7% | $92,233-44.9% | $70,131-27.5% |
| Participation rate | 91.7% | 68.7%+23.0pp | 76.5%+15.2pp | 69.5%+22.1pp |
| Annual return | 11.11% | 530.12%-519.0pp | 176.28%-165.2pp | 73.14%-62.0pp |
| Employer contribution / active EE | $754 | $2,471-69.5% | $3,679-79.5% | $2,342-67.8% |
| Participant deferral / active EE | $2,281 | $2,854-20.1% | $3,897-41.5% | $3,332-31.5% |
| Admin fee / account holder | $5,363 | $3,840+39.6% | $5,194+3.3% | $4,645+15.4% |