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 | $45,090 | $78,422-42.5% | $95,952-53.0% | $79,858-43.5% |
| Participation rate | 83.3% | 73.5%+9.8pp | 77.1%+6.3pp | 69.6%+13.7pp |
| Annual return | 7.93% | 19.37%-11.4pp | 91.61%-83.7pp | 31.71%-23.8pp |
| Employer contribution / active EE | $924 | $1,945-52.5% | $2,541-63.7% | $2,471-62.6% |
| Participant deferral / active EE | $2,112 | $3,440-38.6% | $4,167-49.3% | $3,740-43.5% |
| Admin fee / account holder | $1,276 | $5,622-77.3% | $6,795-81.2% | $5,306-76.0% |