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 9-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 | $18,708 | $53,127-64.8% | $86,590-78.4% | $70,131-73.3% |
| Participation rate | 97.8% | 65.3%+32.5pp | 73.5%+24.2pp | 69.5%+28.2pp |
| Annual return | 10.12% | 27.66%-17.5pp | 964.84%-954.7pp | 73.14%-63.0pp |
| Employer contribution / active EE | $2,847 | $2,068+37.7% | $2,839+0.3% | $2,342+21.6% |
| Participant deferral / active EE | $1,750 | $2,696-35.1% | $3,609-51.5% | $3,332-47.5% |
| Admin fee / account holder | $2,707 | $3,585-24.5% | $4,906-44.8% | $4,645-41.7% |