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 | $66,847 | $80,717-17.2% | $154,803-56.8% | $84,808-21.2% |
| Participation rate | 71.3% | 66.8%+4.4pp | 78.1%-6.8pp | 68.3%+2.9pp |
| Annual return | 12.10% | 37.96%-25.9pp | 58.88%-46.8pp | 40.90%-28.8pp |
| Employer contribution / active EE | $1,151 | $2,761-58.3% | $4,305-73.3% | $2,631-56.2% |
| Participant deferral / active EE | $2,503 | $3,303-24.2% | $5,540-54.8% | $4,212-40.6% |
| Admin fee / account holder | $10,664 | $6,746+58.1% | $14,329-25.6% | $7,344+45.2% |