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 5-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 | $19,264 | $124,425-84.5% | $112,040-82.8% | $137,256-86.0% |
| Participation rate | 80.0% | 79.3%+0.7pp | 76.5%+3.5pp | 80.0%0pp |
| Annual return | 6.57% | 24.72%-18.2pp | 24.52%-18.0pp | 220.34%-213.8pp |
| Employer contribution / active EE | $2,076 | $3,411-39.1% | $2,954-29.7% | $4,156-50.0% |
| Participant deferral / active EE | $5,184 | $5,718-9.3% | $5,098+1.7% | $6,407-19.1% |
| Admin fee / account holder | $15,454 | $15,207+1.6% | $12,098+27.7% | $12,270+26.0% |