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 6-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 | $53,932 | $89,355-39.6% | $141,162-61.8% | $72,985-26.1% |
| Participation rate | 83.6% | 75.1%+8.5pp | 82.5%+1.1pp | 69.5%+14.1pp |
| Annual return | 4.44% | 111.85%-107.4pp | 71.39%-66.9pp | 81.00%-76.6pp |
| Employer contribution / active EE | $2,674 | $3,114-14.1% | $4,735-43.5% | $2,440+9.6% |
| Participant deferral / active EE | $2,571 | $5,418-52.5% | $6,709-61.7% | $3,607-28.7% |
| Admin fee / account holder | $3,006 | $5,958-49.5% | $10,261-70.7% | $5,124-41.3% |