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 3-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 | $58,497 | $99,877-41.4% | $84,966-31.2% | $145,922-59.9% |
| Participation rate | 83.3% | 74.1%+9.2pp | 67.5%+15.8pp | 80.3%+3.1pp |
| Annual return | 2.96% | 83.76%-80.8pp | 66.38%-63.4pp | 561.29%-558.3pp |
| Employer contribution / active EE | $3,772 | $3,231+16.7% | $2,727+38.3% | $4,660-19.0% |
| Participant deferral / active EE | $17,617 | $5,291+233.0% | $4,519+289.8% | $6,688+163.4% |
| Admin fee / account holder | $6,067 | $7,248-16.3% | $6,149-1.3% | $13,397-54.7% |