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 | $76,407-21.8% | $150,298-60.3% | $82,448-27.6% |
| Participation rate | 82.1% | 66.4%+15.7pp | 77.8%+4.4pp | 68.1%+14.1pp |
| Annual return | 9.55% | 39.99%-30.4pp | 62.79%-53.2pp | 41.64%-32.1pp |
| Employer contribution / active EE | $3,935 | $2,614+50.5% | $4,154-5.3% | $2,551+54.3% |
| Participant deferral / active EE | $8,045 | $3,214+150.3% | $5,453+47.5% | $4,139+94.4% |
| Admin fee / account holder | $20,673 | $6,352+225.5% | $14,116+46.5% | $7,234+185.8% |