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 | $44,173 | $61,660-28.4% | $80,019-44.8% | $64,186-31.2% |
| Participation rate | 97.1% | 71.7%+25.4pp | 75.8%+21.2pp | 69.6%+27.5pp |
| Annual return | -7.59% | -0.33%-7.3pp | 11.22%-18.8pp | 7.63%-15.2pp |
| Employer contribution / active EE | $1,155 | $1,810-36.2% | $2,468-53.2% | $2,381-51.5% |
| Participant deferral / active EE | $2,329 | $2,968-21.5% | $3,686-36.8% | $3,470-32.9% |
| Admin fee / account holder | $1,578 | $5,417-70.9% | $6,521-75.8% | $4,888-67.7% |