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 | $21,414 | $58,208-63.2% | $81,812-73.8% | $80,856-73.5% |
| Participation rate | 82.5% | 63.4%+19.0pp | 72.3%+10.1pp | 67.6%+14.8pp |
| Annual return | 9.09% | 41.66%-32.6pp | 773.79%-764.7pp | 35.59%-26.5pp |
| Employer contribution / active EE | $2,193 | $2,340-6.3% | $2,912-24.7% | $2,755-20.4% |
| Participant deferral / active EE | $944 | $3,281-71.2% | $4,319-78.1% | $4,296-78.0% |
| Admin fee / account holder | $446 | $4,981-91.0% | $7,386-94.0% | $6,918-93.6% |