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 | $58,066 | $73,933-21.5% | $96,683-39.9% | $75,163-22.7% |
| Participation rate | 72.7% | 66.4%+6.3pp | 74.3%-1.6pp | 67.2%+5.5pp |
| Annual return | 11.44% | 26.70%-15.3pp | 35.69%-24.3pp | 160.62%-149.2pp |
| Employer contribution / active EE | $2,104 | $2,928-28.1% | $3,737-43.7% | $2,670-21.2% |
| Participant deferral / active EE | $5,327 | $3,659+45.6% | $4,878+9.2% | $4,125+29.1% |
| Admin fee / account holder | $12,126 | $5,216+132.5% | $6,730+80.2% | $5,651+114.6% |