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 | $37,235 | $109,881-66.1% | $150,045-75.2% | $84,808-56.1% |
| Participation rate | 95.6% | 76.1%+19.5pp | 82.3%+13.3pp | 68.3%+27.3pp |
| Annual return | 13.15% | 28.25%-15.1pp | 62.55%-49.4pp | 40.90%-27.8pp |
| Employer contribution / active EE | $2,373 | $3,561-33.4% | $4,693-49.4% | $2,631-9.8% |
| Participant deferral / active EE | $4,724 | $6,636-28.8% | $7,997-40.9% | $4,212+12.2% |
| Admin fee / account holder | $2,261 | $8,568-73.6% | $13,435-83.2% | $7,344-69.2% |