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 9-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 | $61,304 | $77,899-21.3% | $149,673-59.0% | $75,163-18.4% |
| Participation rate | 92.3% | 65.6%+26.7pp | 78.8%+13.5pp | 67.2%+25.1pp |
| Annual return | 8.60% | 31.72%-23.1pp | 134.42%-125.8pp | 160.62%-152.0pp |
| Employer contribution / active EE | $3,370 | $3,137+7.4% | $4,818-30.0% | $2,670+26.2% |
| Participant deferral / active EE | $2,317 | $3,411-32.1% | $5,680-59.2% | $4,125-43.8% |
| Admin fee / account holder | $517 | $5,956-91.3% | $13,210-96.1% | $5,651-90.9% |