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 | $53,350 | $58,828-9.3% | $77,999-31.6% | $62,891-15.2% |
| Participation rate | 97.4% | 71.1%+26.4pp | 75.5%+21.9pp | 69.3%+28.1pp |
| Annual return | 0.96% | 17.16%-16.2pp | 425.96%-425.0pp | 20.14%-19.2pp |
| Employer contribution / active EE | $3,242 | $1,672+93.9% | $2,470+31.2% | $2,281+42.1% |
| Participant deferral / active EE | $0 | $2,686-100.0% | $3,497-100.0% | $3,203-100.0% |
| Admin fee / account holder | $1,253 | $4,393-71.5% | $5,480-77.1% | $4,296-70.8% |