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 | $29,135 | $46,553-37.4% | $64,056-54.5% | $75,163-61.2% |
| Participation rate | 100.0% | 65.9%+34.1pp | 72.3%+27.7pp | 67.2%+32.8pp |
| Annual return | 8.31% | 26.03%-17.7pp | 33.69%-25.4pp | 160.62%-152.3pp |
| Employer contribution / active EE | $7,989 | $1,974+304.8% | $2,747+190.9% | $2,670+199.2% |
| Participant deferral / active EE | $790 | $2,837-72.1% | $3,880-79.6% | $4,125-80.8% |
| Admin fee / account holder | $2,643 | $2,952-10.5% | $3,068-13.9% | $5,651-53.2% |