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 | $120,683 | $94,625+27.5% | $116,228+3.8% | $84,808+42.3% |
| Participation rate | 72.5% | 70.4%+2.1pp | 74.6%-2.1pp | 68.3%+4.2pp |
| Annual return | 12.02% | 20.40%-8.4pp | 90.06%-78.0pp | 40.90%-28.9pp |
| Employer contribution / active EE | $1,879 | $2,347-19.9% | $2,994-37.3% | $2,631-28.6% |
| Participant deferral / active EE | $7,631 | $3,972+92.1% | $4,953+54.1% | $4,212+81.2% |
| Admin fee / account holder | $15,580 | $10,091+54.4% | $11,989+30.0% | $7,344+112.2% |