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 | $63,266 | $71,050-11.0% | $93,606-32.4% | $80,856-21.8% |
| Participation rate | 73.8% | 60.4%+13.4pp | 68.7%+5.1pp | 67.6%+6.2pp |
| Annual return | 8.09% | 11.26%-3.2pp | 133.20%-125.1pp | 35.59%-27.5pp |
| Employer contribution / active EE | $650 | $1,564-58.5% | $2,420-73.2% | $2,755-76.4% |
| Participant deferral / active EE | $3,625 | $4,034-10.1% | $4,411-17.8% | $4,296-15.6% |
| Admin fee / account holder | $8,013 | $6,945+15.4% | $8,285-3.3% | $6,918+15.8% |