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 | $118,524 | $64,121+84.8% | $78,805+50.4% | $116,875+1.4% |
| Participation rate | 95.2% | 71.0%+24.3pp | 73.6%+21.7pp | 74.5%+20.7pp |
| Annual return | 12.38% | 16.32%-3.9pp | -2.71%+15.1pp | 16.29%-3.9pp |
| Employer contribution / active EE | $2,442 | $2,257+8.2% | $4,059-39.8% | $3,288-25.7% |
| Participant deferral / active EE | $7,088 | $2,757+157.1% | $3,584+97.8% | $3,885+82.4% |
| Admin fee / account holder | $3,791 | $5,745-34.0% | $5,677-33.2% | $12,263-69.1% |