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 | $46,760 | $77,899-40.0% | $149,673-68.8% | $75,163-37.8% |
| Participation rate | 97.1% | 65.6%+31.6pp | 78.8%+18.4pp | 67.2%+30.0pp |
| Annual return | 9.70% | 31.72%-22.0pp | 134.42%-124.7pp | 160.62%-150.9pp |
| Employer contribution / active EE | $6,298 | $3,137+100.7% | $4,818+30.7% | $2,670+135.9% |
| Participant deferral / active EE | $3,997 | $3,411+17.2% | $5,680-29.6% | $4,125-3.1% |
| Admin fee / account holder | $31,533 | $5,956+429.4% | $13,210+138.7% | $5,651+458.0% |