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 | $29,324 | $127,065-76.9% | $113,168-74.1% | $142,382-79.4% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 5.93% | 24.03%-18.1pp | 24.27%-18.3pp | 217.08%-211.1pp |
| Employer contribution / active EE | $3,369 | $3,442-2.1% | $2,975+13.2% | $4,299-21.6% |
| Participant deferral / active EE | $10,714 | $5,716+87.4% | $5,107+109.8% | $6,507+64.7% |
| Admin fee / account holder | $74,049 | $15,736+370.6% | $12,068+513.6% | $12,624+486.6% |