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 | $32,905 | $78,672-58.2% | $109,143-69.9% | $85,850-61.7% |
| Participation rate | 98.0% | 68.3%+29.7pp | 75.9%+22.1pp | 69.3%+28.6pp |
| Annual return | 4.27% | 25.09%-20.8pp | 25.75%-21.5pp | 318.53%-314.3pp |
| Employer contribution / active EE | $4,847 | $2,735+77.2% | $3,722+30.2% | $2,565+89.0% |
| Participant deferral / active EE | $0 | $3,467-100.0% | $4,653-100.0% | $3,952-100.0% |
| Admin fee / account holder | $1,030 | $5,469-81.2% | $6,752-84.8% | $6,260-83.6% |