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 | $64,607 | $106,515-39.3% | $96,683-33.2% | $139,434-53.7% |
| Participation rate | 76.9% | 77.8%-0.9pp | 74.3%+2.6pp | 80.3%-3.4pp |
| Annual return | 5.74% | 38.43%-32.7pp | 35.69%-30.0pp | 372.94%-367.2pp |
| Employer contribution / active EE | $1,723 | $4,103-58.0% | $3,737-53.9% | $4,751-63.7% |
| Participant deferral / active EE | $3,439 | $5,454-36.9% | $4,878-29.5% | $6,710-48.7% |
| Admin fee / account holder | $24,555 | $7,877+211.7% | $6,730+264.9% | $11,403+115.3% |