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 | $42,778 | $74,888-42.9% | $71,209-39.9% | $142,382-70.0% |
| Participation rate | 85.0% | 76.2%+8.8pp | 73.8%+11.2pp | 80.1%+4.9pp |
| Annual return | 10.19% | 345.14%-335.0pp | 282.51%-272.3pp | 217.08%-206.9pp |
| Employer contribution / active EE | $3,601 | $2,854+26.2% | $2,721+32.4% | $4,299-16.2% |
| Participant deferral / active EE | $4,714 | $4,454+5.8% | $4,175+12.9% | $6,507-27.6% |
| Admin fee / account holder | $4,909 | $5,568-11.8% | $5,349-8.2% | $12,624-61.1% |