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 8-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 | $27,127 | $63,764-57.5% | $81,930-66.9% | $79,858-66.0% |
| Participation rate | 94.6% | 67.5%+27.1pp | 72.0%+22.6pp | 69.6%+25.0pp |
| Annual return | 8.99% | 22.66%-13.7pp | 29.49%-20.5pp | 31.71%-22.7pp |
| Employer contribution / active EE | $1,882 | $1,795+4.8% | $4,310-56.3% | $2,471-23.8% |
| Participant deferral / active EE | $1,607 | $2,780-42.2% | $7,107-77.4% | $3,740-57.0% |
| Admin fee / account holder | $5,165 | $4,426+16.7% | $5,158+0.1% | $5,306-2.7% |