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 | $63,698 | $81,460-21.8% | $103,333-38.4% | $80,856-21.2% |
| Participation rate | 97.1% | 66.8%+30.3pp | 74.5%+22.6pp | 67.6%+29.5pp |
| Annual return | 6.65% | 25.55%-18.9pp | 24.88%-18.2pp | 35.59%-28.9pp |
| Employer contribution / active EE | $2,274 | $3,105-26.8% | $3,868-41.2% | $2,755-17.4% |
| Participant deferral / active EE | $4,992 | $3,869+29.0% | $5,057-1.3% | $4,296+16.2% |
| Admin fee / account holder | $43,886 | $6,566+568.3% | $8,355+425.3% | $6,918+534.4% |