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 9-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 | $44,687 | $91,019-50.9% | $392,568-88.6% | $72,985-38.8% |
| Participation rate | 98.2% | 74.4%+23.9pp | 78.1%+20.2pp | 69.5%+28.8pp |
| Annual return | 6.63% | 20.00%-13.4pp | 24.42%-17.8pp | 81.00%-74.4pp |
| Employer contribution / active EE | $3,524 | $2,751+28.1% | $3,783-6.9% | $2,440+44.4% |
| Participant deferral / active EE | $0 | $4,570-100.0% | $5,985-100.0% | $3,607-100.0% |
| Admin fee / account holder | $1,873 | $4,895-61.7% | $6,260-70.1% | $5,124-63.4% |