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 | $46,569 | $64,324-27.6% | $118,925-60.8% | $79,858-41.7% |
| Participation rate | 100.0% | 64.9%+35.1pp | 75.4%+24.6pp | 69.6%+30.4pp |
| Annual return | 5.87% | 86.45%-80.6pp | 35.88%-30.0pp | 31.71%-25.8pp |
| Employer contribution / active EE | $2,727 | $1,836+48.5% | $3,263-16.4% | $2,471+10.4% |
| Participant deferral / active EE | $1,595 | $2,824-43.5% | $4,265-62.6% | $3,740-57.4% |
| Admin fee / account holder | $3,206 | $4,040-20.7% | $6,581-51.3% | $5,306-39.6% |