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 | $58,271 | $89,355-34.8% | $141,162-58.7% | $72,985-20.2% |
| Participation rate | 86.5% | 75.1%+11.4pp | 82.5%+4.0pp | 69.5%+17.0pp |
| Annual return | 18.29% | 111.85%-93.6pp | 71.39%-53.1pp | 81.00%-62.7pp |
| Employer contribution / active EE | $1,663 | $3,114-46.6% | $4,735-64.9% | $2,440-31.8% |
| Participant deferral / active EE | $7,004 | $5,418+29.3% | $6,709+4.4% | $3,607+94.2% |
| Admin fee / account holder | $14,191 | $5,958+138.2% | $10,261+38.3% | $5,124+176.9% |