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 | $28,711 | $66,098-56.6% | $101,794-71.8% | $74,304-61.4% |
| Participation rate | 76.4% | 53.8%+22.7pp | 69.2%+7.2pp | 60.3%+16.1pp |
| Annual return | 11.01% | 19.59%-8.6pp | 30.53%-19.5pp | 29.43%-18.4pp |
| Employer contribution / active EE | $1,536 | $1,082+42.0% | $2,289-32.9% | $2,241-31.5% |
| Participant deferral / active EE | $2,661 | $2,781-4.3% | $4,084-34.8% | $3,767-29.4% |
| Admin fee / account holder | $5,182 | $4,146+25.0% | $8,777-41.0% | $2,969+74.5% |