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 | $52,156 | $64,324-18.9% | $118,925-56.1% | $79,858-34.7% |
| Participation rate | 75.0% | 64.9%+10.1pp | 75.4%-0.4pp | 69.6%+5.4pp |
| Annual return | 5.03% | 86.45%-81.4pp | 35.88%-30.9pp | 31.71%-26.7pp |
| Employer contribution / active EE | $0 | $1,836-100.0% | $3,263-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,405 | $2,824-14.8% | $4,265-43.6% | $3,740-35.7% |
| Admin fee / account holder | $1,169 | $4,040-71.1% | $6,581-82.2% | $5,306-78.0% |