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 5-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 | $26,521 | $96,635-72.6% | $86,612-69.4% | $139,434-81.0% |
| Participation rate | 75.0% | 74.4%+0.6pp | 71.7%+3.3pp | 80.3%-5.3pp |
| Annual return | 5.73% | 106.41%-100.7pp | 591.07%-585.3pp | 372.94%-367.2pp |
| Employer contribution / active EE | $1,402 | $3,263-57.0% | $3,022-53.6% | $4,751-70.5% |
| Participant deferral / active EE | $4,805 | $4,836-0.6% | $4,438+8.3% | $6,710-28.4% |
| Admin fee / account holder | $309 | $6,408-95.2% | $5,614-94.5% | $11,403-97.3% |