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 | $52,704 | $72,012-26.8% | $185,823-71.6% | $79,858-34.0% |
| Participation rate | 100.0% | 65.8%+34.2pp | 78.0%+22.0pp | 69.6%+30.4pp |
| Annual return | 11.33% | 23.12%-11.8pp | 35.95%-24.6pp | 31.71%-20.4pp |
| Employer contribution / active EE | $6,402 | $1,965+225.9% | $4,087+56.6% | $2,471+159.1% |
| Participant deferral / active EE | $3,674 | $3,779-2.8% | $5,632-34.8% | $3,740-1.8% |
| Admin fee / account holder | $8,079 | $4,513+79.0% | $9,500-15.0% | $5,306+52.3% |