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 4-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 | $35,125 | $89,753-60.9% | $107,525-67.3% | $84,808-58.6% |
| Participation rate | 92.9% | 68.1%+24.8pp | 75.1%+17.8pp | 68.3%+24.5pp |
| Annual return | 5.29% | 29.48%-24.2pp | 181.32%-176.0pp | 40.90%-35.6pp |
| Employer contribution / active EE | $9,417 | $3,113+202.5% | $3,754+150.9% | $2,631+257.9% |
| Participant deferral / active EE | $2,306 | $4,056-43.1% | $5,116-54.9% | $4,212-45.2% |
| Admin fee / account holder | $1,287 | $7,222-82.2% | $8,919-85.6% | $7,344-82.5% |