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 | $60,361 | $109,881-45.1% | $150,045-59.8% | $84,808-28.8% |
| Participation rate | 97.4% | 76.1%+21.3pp | 82.3%+15.0pp | 68.3%+29.1pp |
| Annual return | 13.55% | 28.25%-14.7pp | 62.55%-49.0pp | 40.90%-27.4pp |
| Employer contribution / active EE | $4,065 | $3,561+14.1% | $4,693-13.4% | $2,631+54.5% |
| Participant deferral / active EE | $6,051 | $6,636-8.8% | $7,997-24.3% | $4,212+43.7% |
| Admin fee / account holder | $16,098 | $8,568+87.9% | $13,435+19.8% | $7,344+119.2% |