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 8-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 | $13,768 | $107,452-87.2% | $91,541-85.0% | $142,382-90.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 8.56% | 22.06%-13.5pp | 20.50%-11.9pp | 217.08%-208.5pp |
| Employer contribution / active EE | $1,761 | $2,994-41.2% | $2,505-29.7% | $4,299-59.0% |
| Participant deferral / active EE | $2,190 | $4,754-53.9% | $4,008-45.4% | $6,507-66.3% |
| Admin fee / account holder | $9,404 | $8,834+6.4% | $6,956+35.2% | $12,624-25.5% |