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 | $52,439 | $87,013-39.7% | $106,213-50.6% | $80,856-35.1% |
| Participation rate | 91.2% | 70.4%+20.7pp | 75.3%+15.9pp | 67.6%+23.5pp |
| Annual return | 6.76% | 17.05%-10.3pp | 116.14%-109.4pp | 35.59%-28.8pp |
| Employer contribution / active EE | $2,098 | $2,395-12.4% | $3,171-33.8% | $2,755-23.8% |
| Participant deferral / active EE | $3,052 | $3,986-23.4% | $5,016-39.1% | $4,296-28.9% |
| Admin fee / account holder | $18,287 | $8,431+116.9% | $11,033+65.7% | $6,918+164.3% |