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 | $69,086 | $109,413-36.9% | $156,263-55.8% | $84,808-18.5% |
| Participation rate | 78.1% | 72.7%+5.4pp | 78.9%-0.8pp | 68.3%+9.8pp |
| Annual return | 9.61% | 20.18%-10.6pp | 59.47%-49.9pp | 40.90%-31.3pp |
| Employer contribution / active EE | $1,280 | $2,907-56.0% | $4,333-70.5% | $2,631-51.4% |
| Participant deferral / active EE | $3,868 | $4,590-15.7% | $6,158-37.2% | $4,212-8.2% |
| Admin fee / account holder | $17,632 | $9,357+88.4% | $14,255+23.7% | $7,344+140.1% |