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 4-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 | $70,936 | $114,381-38.0% | $107,525-34.0% | $142,382-50.2% |
| Participation rate | 87.5% | 78.1%+9.4pp | 75.1%+12.4pp | 80.1%+7.4pp |
| Annual return | 6.32% | 242.71%-236.4pp | 181.32%-175.0pp | 217.08%-210.8pp |
| Employer contribution / active EE | $4,155 | $4,015+3.5% | $3,754+10.7% | $4,299-3.3% |
| Participant deferral / active EE | $3,299 | $5,564-40.7% | $5,116-35.5% | $6,507-49.3% |
| Admin fee / account holder | $71,823 | $9,860+628.4% | $8,919+705.3% | $12,624+469.0% |