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 7-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 | $78,966 | $95,803-17.6% | $113,168-30.2% | $84,808-6.9% |
| Participation rate | 85.3% | 72.9%+12.4pp | 76.6%+8.7pp | 68.3%+17.0pp |
| Annual return | 11.55% | 25.00%-13.5pp | 24.27%-12.7pp | 40.90%-29.4pp |
| Employer contribution / active EE | $744 | $2,360-68.5% | $2,975-75.0% | $2,631-71.7% |
| Participant deferral / active EE | $3,658 | $4,242-13.8% | $5,107-28.4% | $4,212-13.1% |
| Admin fee / account holder | $10,072 | $8,989+12.1% | $12,068-16.5% | $7,344+37.2% |