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 | $48,434 | $49,227-1.6% | $70,449-31.2% | $79,858-39.3% |
| Participation rate | 98.1% | 69.2%+28.9pp | 75.1%+23.0pp | 69.6%+28.4pp |
| Annual return | 5.44% | 30.06%-24.6pp | 109.03%-103.6pp | 31.71%-26.3pp |
| Employer contribution / active EE | $3,787 | $2,099+80.4% | $2,737+38.4% | $2,471+53.3% |
| Participant deferral / active EE | $3,750 | $2,768+35.5% | $3,709+1.1% | $3,740+0.3% |
| Admin fee / account holder | $18,098 | $2,878+528.8% | $3,845+370.7% | $5,306+241.1% |