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 | $34,546 | $102,616-66.3% | $81,983-57.9% | $158,922-78.3% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.2%+30.8pp | 82.0%+18.0pp |
| Annual return | 2.79% | 61.04%-58.3pp | 41.31%-38.5pp | 302.83%-300.0pp |
| Employer contribution / active EE | $841 | $3,240-74.0% | $2,498-66.3% | $4,761-82.3% |
| Participant deferral / active EE | $3,934 | $4,648-15.4% | $3,722+5.7% | $5,982-34.2% |
| Admin fee / account holder | $2,665 | $8,235-67.6% | $5,664-52.9% | $11,246-76.3% |