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 | $47,214 | $80,968-41.7% | $96,544-51.1% | $75,163-37.2% |
| Participation rate | 79.4% | 71.8%+7.6pp | 76.0%+3.5pp | 67.2%+12.2pp |
| Annual return | 11.00% | 27.06%-16.1pp | 25.84%-14.8pp | 160.62%-149.6pp |
| Employer contribution / active EE | $1,909 | $2,282-16.3% | $2,965-35.6% | $2,670-28.5% |
| Participant deferral / active EE | $3,431 | $3,928-12.7% | $4,851-29.3% | $4,125-16.8% |
| Admin fee / account holder | $2,655 | $6,724-60.5% | $8,252-67.8% | $5,651-53.0% |