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 8-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 | $51,128 | $163,101-68.7% | $136,749-62.6% | $142,382-64.1% |
| Participation rate | 92.3% | 78.2%+14.1pp | 72.1%+20.2pp | 80.1%+12.2pp |
| Annual return | 4.15% | 27.54%-23.4pp | 24.33%-20.2pp | 217.08%-212.9pp |
| Employer contribution / active EE | $3,778 | $4,117-8.2% | $3,400+11.1% | $4,299-12.1% |
| Participant deferral / active EE | $3,850 | $5,585-31.1% | $4,692-17.9% | $6,507-40.8% |
| Admin fee / account holder | $42,989 | $14,318+200.2% | $11,386+277.6% | $12,624+240.5% |