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 | $108,825-36.5% | $156,181-55.8% | $82,448-16.2% |
| Participation rate | 78.1% | 72.4%+5.8pp | 78.8%-0.7pp | 68.1%+10.1pp |
| Annual return | 9.61% | 20.59%-11.0pp | 64.87%-55.3pp | 41.64%-32.0pp |
| Employer contribution / active EE | $1,280 | $2,870-55.4% | $4,294-70.2% | $2,551-49.8% |
| Participant deferral / active EE | $3,868 | $4,577-15.5% | $6,132-36.9% | $4,139-6.6% |
| Admin fee / account holder | $17,632 | $9,341+88.8% | $14,586+20.9% | $7,234+143.7% |