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 10-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 | $44,973 | $46,553-3.4% | $64,056-29.8% | $75,163-40.2% |
| Participation rate | 89.5% | 65.9%+23.5pp | 72.3%+17.2pp | 67.2%+22.3pp |
| Annual return | 7.14% | 26.03%-18.9pp | 33.69%-26.6pp | 160.62%-153.5pp |
| Employer contribution / active EE | $1,145 | $1,974-42.0% | $2,747-58.3% | $2,670-57.1% |
| Participant deferral / active EE | $6,560 | $2,837+131.3% | $3,880+69.1% | $4,125+59.0% |
| Admin fee / account holder | $423 | $2,952-85.7% | $3,068-86.2% | $5,651-92.5% |