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 8-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 | $33,715 | $77,899-56.7% | $149,673-77.5% | $75,163-55.1% |
| Participation rate | 84.6% | 65.6%+19.0pp | 78.8%+5.8pp | 67.2%+17.4pp |
| Annual return | 11.84% | 31.72%-19.9pp | 134.42%-122.6pp | 160.62%-148.8pp |
| Employer contribution / active EE | $1,187 | $3,137-62.2% | $4,818-75.4% | $2,670-55.5% |
| Participant deferral / active EE | $3,964 | $3,411+16.2% | $5,680-30.2% | $4,125-3.9% |
| Admin fee / account holder | $1,803 | $5,956-69.7% | $13,210-86.4% | $5,651-68.1% |