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 | $62,360 | $77,899-19.9% | $149,673-58.3% | $75,163-17.0% |
| Participation rate | 93.2% | 65.6%+27.6pp | 78.8%+14.4pp | 67.2%+26.0pp |
| Annual return | 10.75% | 31.72%-21.0pp | 134.42%-123.7pp | 160.62%-149.9pp |
| Employer contribution / active EE | $699 | $3,137-77.7% | $4,818-85.5% | $2,670-73.8% |
| Participant deferral / active EE | $2,254 | $3,411-33.9% | $5,680-60.3% | $4,125-45.4% |
| Admin fee / account holder | $3,784 | $5,956-36.5% | $13,210-71.4% | $5,651-33.0% |