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 7-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 | $26,560 | $115,882-77.1% | $100,516-73.6% | $158,922-83.3% |
| Participation rate | 92.3% | 81.6%+10.7pp | 79.4%+12.9pp | 82.0%+10.3pp |
| Annual return | 5.31% | 34.79%-29.5pp | 30.89%-25.6pp | 302.83%-297.5pp |
| Employer contribution / active EE | $842 | $4,103-79.5% | $3,418-75.4% | $4,761-82.3% |
| Participant deferral / active EE | $2,042 | $6,674-69.4% | $6,270-67.4% | $5,982-65.9% |
| Admin fee / account holder | $1,483 | $10,995-86.5% | $8,081-81.6% | $11,246-86.8% |