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 | $55,308 | $72,277-23.5% | $101,248-45.4% | $79,858-30.7% |
| Participation rate | 91.2% | 68.5%+22.7pp | 75.8%+15.4pp | 69.6%+21.5pp |
| Annual return | 7.94% | 22.30%-14.4pp | 46.47%-38.5pp | 31.71%-23.8pp |
| Employer contribution / active EE | $2,682 | $2,692-0.4% | $3,660-26.7% | $2,471+8.5% |
| Participant deferral / active EE | $4,916 | $3,282+49.8% | $4,370+12.5% | $3,740+31.4% |
| Admin fee / account holder | $6,590 | $4,400+49.8% | $5,945+10.8% | $5,306+24.2% |