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 | $27,196 | $91,190-70.2% | $178,490-84.8% | $79,858-65.9% |
| Participation rate | 95.7% | 69.2%+26.5pp | 81.9%+13.7pp | 69.6%+26.0pp |
| Annual return | 3.64% | 24.19%-20.5pp | 151.07%-147.4pp | 31.71%-28.1pp |
| Employer contribution / active EE | $1,573 | $3,256-51.7% | $5,011-68.6% | $2,471-36.3% |
| Participant deferral / active EE | $2,921 | $3,236-9.7% | $5,202-43.8% | $3,740-21.9% |
| Admin fee / account holder | $10,225 | $6,751+51.5% | $13,984-26.9% | $5,306+92.7% |