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 | $64,724 | $109,881-41.1% | $150,045-56.9% | $84,808-23.7% |
| Participation rate | 97.4% | 76.1%+21.3pp | 82.3%+15.0pp | 68.3%+29.1pp |
| Annual return | 13.22% | 28.25%-15.0pp | 62.55%-49.3pp | 40.90%-27.7pp |
| Employer contribution / active EE | $1,297 | $3,561-63.6% | $4,693-72.4% | $2,631-50.7% |
| Participant deferral / active EE | $5,870 | $6,636-11.5% | $7,997-26.6% | $4,212+39.4% |
| Admin fee / account holder | $2,474 | $8,568-71.1% | $13,435-81.6% | $7,344-66.3% |