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 | $45,806 | $118,450-61.3% | $98,439-53.5% | $139,434-67.1% |
| Participation rate | 100.0% | 77.4%+22.6pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 8.16% | 18.94%-10.8pp | 21.16%-13.0pp | 372.94%-364.8pp |
| Employer contribution / active EE | $764 | $3,609-78.8% | $3,048-74.9% | $4,751-83.9% |
| Participant deferral / active EE | $3,925 | $5,392-27.2% | $4,738-17.1% | $6,710-41.5% |
| Admin fee / account holder | $16,093 | $14,026+14.7% | $8,948+79.9% | $11,403+41.1% |