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 | $24,147 | $115,882-79.2% | $100,516-76.0% | $158,922-84.8% |
| Participation rate | 87.5% | 81.6%+5.9pp | 79.4%+8.1pp | 82.0%+5.5pp |
| Annual return | 2.11% | 34.79%-32.7pp | 30.89%-28.8pp | 302.83%-300.7pp |
| Employer contribution / active EE | $1,635 | $4,103-60.2% | $3,418-52.2% | $4,761-65.7% |
| Participant deferral / active EE | $10,254 | $6,674+53.6% | $6,270+63.5% | $5,982+71.4% |
| Admin fee / account holder | $15,316 | $10,995+39.3% | $8,081+89.5% | $11,246+36.2% |