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 | $33,882 | $54,541-37.9% | $78,778-57.0% | $70,131-51.7% |
| Participation rate | 98.8% | 60.8%+38.0pp | 69.2%+29.6pp | 69.5%+29.2pp |
| Annual return | 9.72% | 21.07%-11.4pp | 35.62%-25.9pp | 73.14%-63.4pp |
| Employer contribution / active EE | $1,826 | $1,089+67.8% | $1,986-8.0% | $2,342-22.0% |
| Participant deferral / active EE | $1,436 | $2,210-35.0% | $2,958-51.4% | $3,332-56.9% |
| Admin fee / account holder | $2,093 | $3,709-43.6% | $5,134-59.2% | $4,645-54.9% |