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 7-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 | $64,776 | $86,929-25.5% | $102,423-36.8% | $80,856-19.9% |
| Participation rate | 76.5% | 72.4%+4.1pp | 76.5%0pp | 67.6%+8.8pp |
| Annual return | 8.85% | 18.88%-10.0pp | 29.32%-20.5pp | 35.59%-26.7pp |
| Employer contribution / active EE | $1,955 | $2,369-17.5% | $3,023-35.3% | $2,755-29.0% |
| Participant deferral / active EE | $4,888 | $4,118+18.7% | $5,053-3.3% | $4,296+13.8% |
| Admin fee / account holder | $34,861 | $8,049+333.1% | $9,451+268.9% | $6,918+403.9% |