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 | $24,738 | $71,050-65.2% | $93,606-73.6% | $80,856-69.4% |
| Participation rate | 100.0% | 60.4%+39.6pp | 68.7%+31.3pp | 67.6%+32.4pp |
| Annual return | 8.21% | 11.26%-3.0pp | 133.20%-125.0pp | 35.59%-27.4pp |
| Employer contribution / active EE | $2,462 | $1,564+57.5% | $2,420+1.8% | $2,755-10.6% |
| Participant deferral / active EE | $4,167 | $4,034+3.3% | $4,411-5.5% | $4,296-3.0% |
| Admin fee / account holder | $1,537 | $6,945-77.9% | $8,285-81.4% | $6,918-77.8% |