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 | $39,960 | $54,541-26.7% | $78,778-49.3% | $70,131-43.0% |
| Participation rate | 70.3% | 60.8%+9.5pp | 69.2%+1.1pp | 69.5%+0.7pp |
| Annual return | 11.85% | 21.07%-9.2pp | 35.62%-23.8pp | 73.14%-61.3pp |
| Employer contribution / active EE | $0 | $1,089-100.0% | $1,986-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,002 | $2,210-54.7% | $2,958-66.1% | $3,332-69.9% |
| Admin fee / account holder | $1,492 | $3,709-59.8% | $5,134-70.9% | $4,645-67.9% |