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 | $56,254 | $91,190-38.3% | $178,490-68.5% | $79,858-29.6% |
| Participation rate | 87.8% | 69.2%+18.6pp | 81.9%+5.8pp | 69.6%+18.1pp |
| Annual return | 9.53% | 24.19%-14.7pp | 151.07%-141.5pp | 31.71%-22.2pp |
| Employer contribution / active EE | $2,041 | $3,256-37.3% | $5,011-59.3% | $2,471-17.4% |
| Participant deferral / active EE | $2,360 | $3,236-27.1% | $5,202-54.6% | $3,740-36.9% |
| Admin fee / account holder | $4,894 | $6,751-27.5% | $13,984-65.0% | $5,306-7.8% |