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 | $19,164 | $45,073-57.5% | $69,455-72.4% | $72,985-73.7% |
| Participation rate | 97.1% | 68.5%+28.6pp | 74.6%+22.5pp | 69.5%+27.7pp |
| Annual return | 2.78% | 22.65%-19.9pp | 28.97%-26.2pp | 81.00%-78.2pp |
| Employer contribution / active EE | $2,498 | $2,054+21.6% | $2,779-10.1% | $2,440+2.4% |
| Participant deferral / active EE | $0 | $2,602-100.0% | $3,535-100.0% | $3,607-100.0% |
| Admin fee / account holder | $5,443 | $3,056+78.1% | $3,839+41.8% | $5,124+6.2% |