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 5-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 | $20,692 | $80,717-74.4% | $154,803-86.6% | $84,808-75.6% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 11.91% | 37.96%-26.0pp | 58.88%-47.0pp | 40.90%-29.0pp |
| Employer contribution / active EE | $2,925 | $2,761+5.9% | $4,305-32.1% | $2,631+11.2% |
| Participant deferral / active EE | $1,674 | $3,303-49.3% | $5,540-69.8% | $4,212-60.3% |
| Admin fee / account holder | $408 | $6,746-94.0% | $14,329-97.2% | $7,344-94.5% |