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 | $31,518 | $105,859-70.2% | $90,160-65.0% | $147,584-78.6% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 2.97% | 37.63%-34.7pp | 34.88%-31.9pp | 578.55%-575.6pp |
| Employer contribution / active EE | $2,785 | $4,126-32.5% | $3,318-16.1% | $4,876-42.9% |
| Participant deferral / active EE | $8,038 | $5,733+40.2% | $5,288+52.0% | $5,439+47.8% |
| Admin fee / account holder | $3,007 | $8,046-62.6% | $5,943-49.4% | $10,885-72.4% |