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 | $48,791 | $80,717-39.6% | $154,803-68.5% | $84,808-42.5% |
| Participation rate | 96.9% | 66.8%+30.1pp | 78.1%+18.8pp | 68.3%+28.6pp |
| Annual return | 11.35% | 37.96%-26.6pp | 58.88%-47.5pp | 40.90%-29.5pp |
| Employer contribution / active EE | $5,941 | $2,761+115.1% | $4,305+38.0% | $2,631+125.8% |
| Participant deferral / active EE | $4,930 | $3,303+49.2% | $5,540-11.0% | $4,212+17.0% |
| Admin fee / account holder | $4,002 | $6,746-40.7% | $14,329-72.1% | $7,344-45.5% |