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 | $67,353 | $81,460-17.3% | $103,333-34.8% | $80,856-16.7% |
| Participation rate | 90.9% | 66.8%+24.1pp | 74.5%+16.4pp | 67.6%+23.3pp |
| Annual return | 10.32% | 25.55%-15.2pp | 24.88%-14.6pp | 35.59%-25.3pp |
| Employer contribution / active EE | $1,743 | $3,105-43.9% | $3,868-54.9% | $2,755-36.7% |
| Participant deferral / active EE | $4,411 | $3,869+14.0% | $5,057-12.8% | $4,296+2.7% |
| Admin fee / account holder | $2,001 | $6,566-69.5% | $8,355-76.1% | $6,918-71.1% |