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 | $59,721 | $80,717-26.0% | $154,803-61.4% | $84,808-29.6% |
| Participation rate | 82.1% | 66.8%+15.3pp | 78.1%+4.1pp | 68.3%+13.8pp |
| Annual return | 9.55% | 37.96%-28.4pp | 58.88%-49.3pp | 40.90%-31.3pp |
| Employer contribution / active EE | $3,935 | $2,761+42.5% | $4,305-8.6% | $2,631+49.6% |
| Participant deferral / active EE | $8,045 | $3,303+143.6% | $5,540+45.2% | $4,212+91.0% |
| Admin fee / account holder | $20,673 | $6,746+206.5% | $14,329+44.3% | $7,344+181.5% |