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 | $24,478 | $64,324-61.9% | $118,925-79.4% | $79,858-69.3% |
| Participation rate | 100.0% | 64.9%+35.1pp | 75.4%+24.6pp | 69.6%+30.4pp |
| Annual return | 7.08% | 86.45%-79.4pp | 35.88%-28.8pp | 31.71%-24.6pp |
| Employer contribution / active EE | $1,526 | $1,836-16.9% | $3,263-53.2% | $2,471-38.2% |
| Participant deferral / active EE | $2,334 | $2,824-17.3% | $4,265-45.3% | $3,740-37.6% |
| Admin fee / account holder | $313 | $4,040-92.3% | $6,581-95.2% | $5,306-94.1% |