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 | $39,861 | $77,899-48.8% | $149,673-73.4% | $75,163-47.0% |
| Participation rate | 91.1% | 65.6%+25.5pp | 78.8%+12.3pp | 67.2%+23.9pp |
| Annual return | 13.18% | 31.72%-18.5pp | 134.42%-121.2pp | 160.62%-147.4pp |
| Employer contribution / active EE | $2,346 | $3,137-25.2% | $4,818-51.3% | $2,670-12.1% |
| Participant deferral / active EE | $3,627 | $3,411+6.3% | $5,680-36.1% | $4,125-12.1% |
| Admin fee / account holder | $627 | $5,956-89.5% | $13,210-95.3% | $5,651-88.9% |