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 6-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 | $40,130 | $65,365-38.6% | $92,893-56.8% | $72,985-45.0% |
| Participation rate | 70.4% | 68.3%+2.1pp | 76.0%-5.6pp | 69.5%+0.9pp |
| Annual return | 12.90% | 42.10%-29.2pp | 109.41%-96.5pp | 81.00%-68.1pp |
| Employer contribution / active EE | $0 | $2,594-100.0% | $3,653-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,547 | $3,128-50.5% | $4,236-63.5% | $3,607-57.1% |
| Admin fee / account holder | $1,068 | $4,251-74.9% | $5,794-81.6% | $5,124-79.2% |