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 | $22,467 | $127,065-82.3% | $113,168-80.1% | $142,382-84.2% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 6.09% | 24.03%-17.9pp | 24.27%-18.2pp | 217.08%-211.0pp |
| Employer contribution / active EE | $2,429 | $3,442-29.4% | $2,975-18.3% | $4,299-43.5% |
| Participant deferral / active EE | $5,169 | $5,716-9.6% | $5,107+1.2% | $6,507-20.6% |
| Admin fee / account holder | $31,616 | $15,736+100.9% | $12,068+162.0% | $12,624+150.4% |