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 6-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 | $47,723 | $78,926-39.5% | $136,749-65.1% | $84,808-43.7% |
| Participation rate | 91.7% | 62.2%+29.5pp | 72.1%+19.5pp | 68.3%+23.4pp |
| Annual return | -0.20% | 18.17%-18.4pp | 24.33%-24.5pp | 40.90%-41.1pp |
| Employer contribution / active EE | $889 | $2,134-58.4% | $3,400-73.9% | $2,631-66.2% |
| Participant deferral / active EE | $1,531 | $3,168-51.7% | $4,692-67.4% | $4,212-63.6% |
| Admin fee / account holder | $94,533 | $6,369+1384.2% | $11,386+730.2% | $7,344+1187.3% |