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 9-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 | $61,832 | $77,503-20.2% | $100,391-38.4% | $80,856-23.5% |
| Participation rate | 84.6% | 76.9%+7.7pp | 81.5%+3.1pp | 67.6%+17.0pp |
| Annual return | 11.55% | 37.20%-25.6pp | 49.20%-37.7pp | 35.59%-24.0pp |
| Employer contribution / active EE | $1,554 | $2,801-44.5% | $3,942-60.6% | $2,755-43.6% |
| Participant deferral / active EE | $10,456 | $6,820+53.3% | $8,082+29.4% | $4,296+143.4% |
| Admin fee / account holder | $7,460 | $5,897+26.5% | $7,899-5.6% | $6,918+7.8% |