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 | $56,561 | $109,881-48.5% | $150,045-62.3% | $84,808-33.3% |
| Participation rate | 88.6% | 76.1%+12.5pp | 82.3%+6.2pp | 68.3%+20.3pp |
| Annual return | 13.36% | 28.25%-14.9pp | 62.55%-49.2pp | 40.90%-27.5pp |
| Employer contribution / active EE | $2,985 | $3,561-16.2% | $4,693-36.4% | $2,631+13.5% |
| Participant deferral / active EE | $8,795 | $6,636+32.5% | $7,997+10.0% | $4,212+108.8% |
| Admin fee / account holder | $6,416 | $8,568-25.1% | $13,435-52.2% | $7,344-12.6% |