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 9-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 | $19,265 | $46,869-58.9% | $122,332-84.3% | $70,131-72.5% |
| Participation rate | 100.0% | 58.2%+41.8pp | 71.6%+28.4pp | 69.5%+30.5pp |
| Annual return | 8.17% | 24.22%-16.0pp | 30.27%-22.1pp | 73.14%-65.0pp |
| Employer contribution / active EE | $624 | $1,288-51.5% | $4,050-84.6% | $2,342-73.3% |
| Participant deferral / active EE | $852 | $2,166-60.7% | $3,287-74.1% | $3,332-74.4% |
| Admin fee / account holder | $6,621 | $3,322+99.3% | $5,478+20.9% | $4,645+42.5% |