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 | $48,705 | $105,126-53.7% | $94,646-48.5% | $139,434-65.1% |
| Participation rate | 81.8% | 82.4%-0.5pp | 80.8%+1.0pp | 80.3%+1.5pp |
| Annual return | 11.71% | 38.03%-26.3pp | 156.71%-145.0pp | 372.94%-361.2pp |
| Employer contribution / active EE | $2,628 | $4,106-36.0% | $3,672-28.4% | $4,751-44.7% |
| Participant deferral / active EE | $3,055 | $7,599-59.8% | $7,418-58.8% | $6,710-54.5% |
| Admin fee / account holder | $30,862 | $8,984+243.5% | $7,231+326.8% | $11,403+170.7% |