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 | $104,341 | $73,933+41.1% | $96,683+7.9% | $75,163+38.8% |
| Participation rate | 83.9% | 66.4%+17.4pp | 74.3%+9.5pp | 67.2%+16.7pp |
| Annual return | 8.68% | 26.70%-18.0pp | 35.69%-27.0pp | 160.62%-151.9pp |
| Employer contribution / active EE | $2,424 | $2,928-17.2% | $3,737-35.1% | $2,670-9.2% |
| Participant deferral / active EE | $2,503 | $3,659-31.6% | $4,878-48.7% | $4,125-39.3% |
| Admin fee / account holder | $12,505 | $5,216+139.7% | $6,730+85.8% | $5,651+121.3% |