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 | $12,083 | $80,717-85.0% | $154,803-92.2% | $84,808-85.8% |
| Participation rate | 84.1% | 66.8%+17.3pp | 78.1%+6.0pp | 68.3%+15.8pp |
| Annual return | 11.91% | 37.96%-26.0pp | 58.88%-47.0pp | 40.90%-29.0pp |
| Employer contribution / active EE | $791 | $2,761-71.4% | $4,305-81.6% | $2,631-69.9% |
| Participant deferral / active EE | $1,323 | $3,303-60.0% | $5,540-76.1% | $4,212-68.6% |
| Admin fee / account holder | $2,331 | $6,746-65.4% | $14,329-83.7% | $7,344-68.3% |