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 8-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 | $69,335 | $78,422-11.6% | $95,952-27.7% | $79,858-13.2% |
| Participation rate | 73.7% | 73.5%+0.2pp | 77.1%-3.4pp | 69.6%+4.1pp |
| Annual return | 8.71% | 19.37%-10.7pp | 91.61%-82.9pp | 31.71%-23.0pp |
| Employer contribution / active EE | $2,599 | $1,945+33.6% | $2,541+2.3% | $2,471+5.2% |
| Participant deferral / active EE | $9,961 | $3,440+189.6% | $4,167+139.0% | $3,740+166.3% |
| Admin fee / account holder | $16,841 | $5,622+199.6% | $6,795+147.8% | $5,306+217.4% |