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 | $27,248 | $67,606-59.7% | $82,313-66.9% | $70,131-61.1% |
| Participation rate | 92.1% | 72.8%+19.3pp | 76.9%+15.2pp | 69.5%+22.6pp |
| Annual return | 11.27% | 21.57%-10.3pp | 25.88%-14.6pp | 73.14%-61.9pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,169 | $2,987-27.4% | $3,706-41.5% | $3,332-34.9% |
| Admin fee / account holder | $1,410 | $4,512-68.8% | $5,608-74.9% | $4,645-69.7% |