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 | $34,482 | $62,573-44.9% | $85,682-59.8% | $85,850-59.8% |
| Participation rate | 83.9% | 61.1%+22.7pp | 69.9%+14.0pp | 69.3%+14.6pp |
| Annual return | 4.49% | 23.77%-19.3pp | 21.49%-17.0pp | 318.53%-314.0pp |
| Employer contribution / active EE | $2,157 | $1,757+22.8% | $2,618-17.6% | $2,565-15.9% |
| Participant deferral / active EE | $10,578 | $2,802+277.5% | $3,923+169.7% | $3,952+167.7% |
| Admin fee / account holder | $5,499 | $4,640+18.5% | $6,873-20.0% | $6,260-12.1% |