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 | $23,940 | $77,314-69.0% | $177,989-86.5% | $80,856-70.4% |
| Participation rate | 80.4% | 65.7%+14.7pp | 77.1%+3.3pp | 67.6%+12.8pp |
| Annual return | 10.42% | 18.09%-7.7pp | 294.48%-284.1pp | 35.59%-25.2pp |
| Employer contribution / active EE | $1,867 | $2,292-18.5% | $3,949-52.7% | $2,755-32.2% |
| Participant deferral / active EE | $3,208 | $4,411-27.3% | $6,276-48.9% | $4,296-25.3% |
| Admin fee / account holder | $2,117 | $7,191-70.6% | $10,363-79.6% | $6,918-69.4% |