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 6-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 | $13,223 | $87,166-84.8% | $76,735-82.8% | $137,256-90.4% |
| Participation rate | 75.0% | 74.4%+0.6pp | 69.5%+5.5pp | 80.0%-5.0pp |
| Annual return | 1.92% | 26.50%-24.6pp | 29.77%-27.8pp | 220.34%-218.4pp |
| Employer contribution / active EE | $955 | $2,904-67.1% | $2,454-61.1% | $4,156-77.0% |
| Participant deferral / active EE | $6,160 | $4,726+30.3% | $4,088+50.7% | $6,407-3.8% |
| Admin fee / account holder | $39,041 | $8,403+364.6% | $7,189+443.0% | $12,270+218.2% |