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 | $17,458 | $96,484-81.9% | $75,886-77.0% | $152,861-88.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.4%+17.6pp |
| Annual return | 5.17% | 33.98%-28.8pp | 30.76%-25.6pp | 345.32%-340.2pp |
| Employer contribution / active EE | $1,459 | $3,309-55.9% | $2,500-41.7% | $4,762-69.4% |
| Participant deferral / active EE | $2,734 | $4,553-40.0% | $3,603-24.1% | $5,850-53.3% |
| Admin fee / account holder | $9,980 | $8,078+23.5% | $5,418+84.2% | $11,596-13.9% |