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 | $33,438 | $84,233-60.3% | $170,442-80.4% | $70,131-52.3% |
| Participation rate | 90.3% | 70.8%+19.5pp | 83.6%+6.7pp | 69.5%+20.8pp |
| Annual return | 5.71% | 23.06%-17.4pp | 205.93%-200.2pp | 73.14%-67.4pp |
| Employer contribution / active EE | $4,555 | $3,387+34.5% | $5,433-16.2% | $2,342+94.5% |
| Participant deferral / active EE | $1,568 | $3,086-49.2% | $4,939-68.3% | $3,332-52.9% |
| Admin fee / account holder | $3,815 | $5,698-33.1% | $13,880-72.5% | $4,645-17.9% |