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 | $60,933 | $54,762+11.3% | $90,281-32.5% | $72,985-16.5% |
| Participation rate | 100.0% | 65.1%+34.9pp | 73.3%+26.7pp | 69.5%+30.5pp |
| Annual return | 7.57% | 30.63%-23.1pp | 78.10%-70.5pp | 81.00%-73.4pp |
| Employer contribution / active EE | $5,681 | $2,092+171.5% | $2,854+99.0% | $2,440+132.8% |
| Participant deferral / active EE | $4,559 | $2,887+57.9% | $3,885+17.3% | $3,607+26.4% |
| Admin fee / account holder | $1,084 | $3,972-72.7% | $5,351-79.8% | $5,124-78.9% |