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 | $25,498 | $107,934-76.4% | $91,989-72.3% | $152,861-83.3% |
| Participation rate | 85.7% | 81.2%+4.5pp | 78.6%+7.1pp | 82.4%+3.3pp |
| Annual return | 3.01% | 89.24%-86.2pp | 69.02%-66.0pp | 345.32%-342.3pp |
| Employer contribution / active EE | $2,416 | $4,210-42.6% | $3,452-30.0% | $4,762-49.3% |
| Participant deferral / active EE | $10,067 | $6,364+58.2% | $5,923+70.0% | $5,850+72.1% |
| Admin fee / account holder | $16,238 | $10,520+54.4% | $7,743+109.7% | $11,596+40.0% |