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 8-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 | $30,164 | $67,606-55.4% | $82,313-63.4% | $70,131-57.0% |
| Participation rate | 84.7% | 72.8%+12.0pp | 76.9%+7.9pp | 69.5%+15.2pp |
| Annual return | 11.99% | 21.57%-9.6pp | 25.88%-13.9pp | 73.14%-61.2pp |
| Employer contribution / active EE | $511 | $1,755-70.9% | $2,428-79.0% | $2,342-78.2% |
| Participant deferral / active EE | $1,441 | $2,987-51.8% | $3,706-61.1% | $3,332-56.8% |
| Admin fee / account holder | $4,378 | $4,512-3.0% | $5,608-21.9% | $4,645-5.8% |