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 | $63,494 | $114,381-44.5% | $107,525-40.9% | $142,382-55.4% |
| Participation rate | 85.7% | 78.1%+7.6pp | 75.1%+10.6pp | 80.1%+5.6pp |
| Annual return | 11.20% | 242.71%-231.5pp | 181.32%-170.1pp | 217.08%-205.9pp |
| Employer contribution / active EE | $3,648 | $4,015-9.1% | $3,754-2.8% | $4,299-15.1% |
| Participant deferral / active EE | $10,905 | $5,564+96.0% | $5,116+113.2% | $6,507+67.6% |
| Admin fee / account holder | $5,153 | $9,860-47.7% | $8,919-42.2% | $12,624-59.2% |