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 | $9,062 | $71,829-87.4% | $69,780-87.0% | $142,382-93.6% |
| Participation rate | 92.3% | 81.6%+10.8pp | 79.3%+13.0pp | 80.1%+12.2pp |
| Annual return | 13.50% | 31.01%-17.5pp | 26.31%-12.8pp | 217.08%-203.6pp |
| Employer contribution / active EE | $1,637 | $4,385-62.7% | $4,168-60.7% | $4,299-61.9% |
| Participant deferral / active EE | $2,387 | $6,819-65.0% | $6,164-61.3% | $6,507-63.3% |
| Admin fee / account holder | $3,667 | $7,818-53.1% | $7,285-49.7% | $12,624-71.0% |