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 | $33,098 | $45,035-26.5% | $62,995-47.5% | $70,131-52.8% |
| Participation rate | 95.9% | 69.5%+26.4pp | 74.8%+21.1pp | 69.5%+26.4pp |
| Annual return | 9.34% | 18.76%-9.4pp | 87.57%-78.2pp | 73.14%-63.8pp |
| Employer contribution / active EE | $7,949 | $2,051+287.5% | $2,759+188.1% | $2,342+239.3% |
| Participant deferral / active EE | $3,200 | $2,465+29.8% | $3,329-3.9% | $3,332-4.0% |
| Admin fee / account holder | $2,219 | $2,834-21.7% | $3,600-38.3% | $4,645-52.2% |