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 | $22,877 | $77,419-70.4% | $69,455-67.1% | $152,861-85.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.4%+17.6pp |
| Annual return | 3.12% | 39.06%-35.9pp | 28.97%-25.8pp | 345.32%-342.2pp |
| Employer contribution / active EE | $1,731 | $3,315-47.8% | $2,779-37.7% | $4,762-63.7% |
| Participant deferral / active EE | $1,736 | $4,414-60.7% | $3,535-50.9% | $5,850-70.3% |
| Admin fee / account holder | $6,140 | $6,207-1.1% | $3,839+59.9% | $11,596-47.1% |