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 | $68,921 | $56,897+21.1% | $84,750-18.7% | $62,891+9.6% |
| Participation rate | 81.5% | 68.5%+12.9pp | 76.6%+4.9pp | 69.3%+12.2pp |
| Annual return | 3.31% | 6.30%-3.0pp | 22.78%-19.5pp | 20.14%-16.8pp |
| Employer contribution / active EE | $0 | $2,400-100.0% | $3,574-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $3,728 | $2,709+37.6% | $3,712+0.4% | $3,203+16.4% |
| Admin fee / account holder | $370 | $3,581-89.7% | $5,332-93.1% | $4,296-91.4% |