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 | $82,454 | $95,416-13.6% | $185,823-55.6% | $85,850-4.0% |
| Participation rate | 96.9% | 68.8%+28.2pp | 81.7%+15.2pp | 69.3%+27.6pp |
| Annual return | 6.43% | 23.59%-17.2pp | 122.05%-115.6pp | 318.53%-312.1pp |
| Employer contribution / active EE | $1,964 | $3,314-40.7% | $5,167-62.0% | $2,565-23.4% |
| Participant deferral / active EE | $5,060 | $3,423+47.8% | $5,568-9.1% | $3,952+28.1% |
| Admin fee / account holder | $1,192 | $7,213-83.5% | $16,237-92.7% | $6,260-81.0% |