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 | $18,748 | $76,312-75.4% | $67,221-72.1% | $158,922-88.2% |
| Participation rate | 100.0% | 84.3%+15.7pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 7.22% | 22.77%-15.6pp | 20.72%-13.5pp | 302.83%-295.6pp |
| Employer contribution / active EE | $4,283 | $4,476-4.3% | $3,723+15.0% | $4,761-10.0% |
| Participant deferral / active EE | $1,939 | $5,264-63.2% | $4,384-55.8% | $5,982-67.6% |
| Admin fee / account holder | $9,284 | $8,005+16.0% | $5,844+58.9% | $11,246-17.4% |