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 7-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 | $74,806 | $81,233-7.9% | $155,567-51.9% | $80,874-7.5% |
| Participation rate | 93.9% | 66.2%+27.7pp | 78.2%+15.7pp | 67.6%+26.3pp |
| Annual return | 10.44% | 33.33%-22.9pp | 64.74%-54.3pp | 35.62%-25.2pp |
| Employer contribution / active EE | $4,002 | $3,101+29.1% | $4,674-14.4% | $2,756+45.2% |
| Participant deferral / active EE | $8,432 | $3,452+144.3% | $5,628+49.8% | $4,297+96.2% |
| Admin fee / account holder | $86,760 | $7,998+984.8% | $15,916+445.1% | $6,935+1151.0% |