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 6-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 | $60,234 | $107,452-43.9% | $91,541-34.2% | $142,382-57.7% |
| Participation rate | 81.8% | 75.1%+6.7pp | 69.8%+12.0pp | 80.1%+1.7pp |
| Annual return | 9.70% | 22.06%-12.4pp | 20.50%-10.8pp | 217.08%-207.4pp |
| Employer contribution / active EE | $2,349 | $2,994-21.6% | $2,505-6.2% | $4,299-45.4% |
| Participant deferral / active EE | $3,623 | $4,754-23.8% | $4,008-9.6% | $6,507-44.3% |
| Admin fee / account holder | $402 | $8,834-95.5% | $6,956-94.2% | $12,624-96.8% |