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 | $44,674 | $80,717-44.7% | $154,803-71.1% | $84,808-47.3% |
| Participation rate | 74.4% | 66.8%+7.5pp | 78.1%-3.7pp | 68.3%+6.0pp |
| Annual return | 12.47% | 37.96%-25.5pp | 58.88%-46.4pp | 40.90%-28.4pp |
| Employer contribution / active EE | $939 | $2,761-66.0% | $4,305-78.2% | $2,631-64.3% |
| Participant deferral / active EE | $3,898 | $3,303+18.0% | $5,540-29.7% | $4,212-7.5% |
| Admin fee / account holder | $7,487 | $6,746+11.0% | $14,329-47.7% | $7,344+2.0% |