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 | $51,895 | $106,749-51.4% | $145,433-64.3% | $82,448-37.1% |
| Participation rate | 75.7% | 75.6%0pp | 82.1%-6.4pp | 68.1%+7.6pp |
| Annual return | 8.93% | 27.59%-18.7pp | 66.58%-57.6pp | 41.64%-32.7pp |
| Employer contribution / active EE | $1,147 | $3,444-66.7% | $4,554-74.8% | $2,551-55.0% |
| Participant deferral / active EE | $2,886 | $6,519-55.7% | $7,897-63.5% | $4,139-30.3% |
| Admin fee / account holder | $23,545 | $8,390+180.6% | $13,129+79.3% | $7,234+225.5% |