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 | $68,611 | $99,877-31.3% | $84,966-19.2% | $145,922-53.0% |
| Participation rate | 87.5% | 74.1%+13.4pp | 67.5%+20.0pp | 80.3%+7.2pp |
| Annual return | 7.81% | 83.76%-76.0pp | 66.38%-58.6pp | 561.29%-553.5pp |
| Employer contribution / active EE | $1,531 | $3,231-52.6% | $2,727-43.8% | $4,660-67.1% |
| Participant deferral / active EE | $9,819 | $5,291+85.6% | $4,519+117.3% | $6,688+46.8% |
| Admin fee / account holder | $58,458 | $7,248+706.6% | $6,149+850.7% | $13,397+336.4% |