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 7-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 | $74,715 | $135,952-45.0% | $123,892-39.7% | $273,961-72.7% |
| Participation rate | 83.3% | 84.1%-0.7pp | 81.4%+1.9pp | 83.0%+0.3pp |
| Annual return | 1.93% | 56.63%-54.7pp | 47.52%-45.6pp | 41.45%-39.5pp |
| Employer contribution / active EE | $5,690 | $5,170+10.1% | $4,617+23.2% | $4,869+16.9% |
| Participant deferral / active EE | $17,845 | $6,343+181.4% | $5,984+198.2% | $5,287+237.5% |
| Admin fee / account holder | $57,165 | $9,817+482.3% | $8,357+584.0% | $10,132+464.2% |