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 | $46,028 | $127,065-63.8% | $113,168-59.3% | $142,382-67.7% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 1.88% | 24.03%-22.1pp | 24.27%-22.4pp | 217.08%-215.2pp |
| Employer contribution / active EE | $1,325 | $3,442-61.5% | $2,975-55.5% | $4,299-69.2% |
| Participant deferral / active EE | $6,744 | $5,716+18.0% | $5,107+32.1% | $6,507+3.6% |
| Admin fee / account holder | $816 | $15,736-94.8% | $12,068-93.2% | $12,624-93.5% |