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 6-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 | $22,729 | $177,572-87.2% | $154,803-85.3% | $142,382-84.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 1.65% | 65.07%-63.4pp | 58.88%-57.2pp | 217.08%-215.4pp |
| Employer contribution / active EE | $1,194 | $4,810-75.2% | $4,305-72.3% | $4,299-72.2% |
| Participant deferral / active EE | $4,372 | $6,272-30.3% | $5,540-21.1% | $6,507-32.8% |
| Admin fee / account holder | $1,023 | $16,786-93.9% | $14,329-92.9% | $12,624-91.9% |