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 7-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 | $39,734 | $68,547-42.0% | $120,354-67.0% | $80,856-50.9% |
| Participation rate | 96.3% | 61.6%+34.7pp | 71.9%+24.4pp | 67.6%+28.7pp |
| Annual return | 9.43% | 23.60%-14.2pp | 107.15%-97.7pp | 35.59%-26.2pp |
| Employer contribution / active EE | $2,676 | $2,051+30.5% | $3,463-22.7% | $2,755-2.9% |
| Participant deferral / active EE | $3,962 | $3,173+24.8% | $4,991-20.6% | $4,296-7.8% |
| Admin fee / account holder | $1,738 | $5,732-69.7% | $9,423-81.6% | $6,918-74.9% |