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 | $22,688 | $133,922-83.1% | $116,228-80.5% | $142,382-84.1% |
| Participation rate | 95.7% | 77.9%+17.8pp | 74.6%+21.1pp | 80.1%+15.5pp |
| Annual return | 5.88% | 147.76%-141.9pp | 90.06%-84.2pp | 217.08%-211.2pp |
| Employer contribution / active EE | $3,527 | $3,446+2.4% | $2,994+17.8% | $4,299-18.0% |
| Participant deferral / active EE | $1,656 | $5,672-70.8% | $4,953-66.6% | $6,507-74.6% |
| Admin fee / account holder | $14,755 | $14,945-1.3% | $11,989+23.1% | $12,624+16.9% |