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 | $38,997 | $58,512-33.4% | $84,015-53.6% | $72,985-46.6% |
| Participation rate | 78.8% | 61.2%+17.6pp | 69.0%+9.8pp | 69.5%+9.3pp |
| Annual return | 15.61% | 28.93%-13.3pp | 71.31%-55.7pp | 81.00%-65.4pp |
| Employer contribution / active EE | $742 | $1,163-36.2% | $1,983-62.6% | $2,440-69.6% |
| Participant deferral / active EE | $2,243 | $2,394-6.3% | $3,239-30.8% | $3,607-37.8% |
| Admin fee / account holder | $1,815 | $4,569-60.3% | $6,101-70.3% | $5,124-64.6% |