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 | $35,256 | $82,032-57.0% | $123,104-71.4% | $59,632-40.9% |
| Participation rate | 91.8% | 83.2%+8.6pp | 86.8%+5.0pp | 68.7%+23.1pp |
| Annual return | -2.55% | 5.12%-7.7pp | 13.22%-15.8pp | 2041.28%-2043.8pp |
| Employer contribution / active EE | $3,397 | $3,297+3.1% | $5,151-34.0% | $2,203+54.2% |
| Participant deferral / active EE | $6,223 | $4,667+33.4% | $6,230-0.1% | $3,192+95.0% |
| Admin fee / account holder | $4,061 | $5,881-30.9% | $9,015-54.9% | $4,297-5.5% |