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 | $28,914 | $58,927-50.9% | $76,817-62.4% | $72,985-60.4% |
| Participation rate | 92.6% | 67.3%+25.3pp | 72.1%+20.5pp | 69.5%+23.1pp |
| Annual return | 8.95% | 2305.64%-2296.7pp | 1166.11%-1157.2pp | 81.00%-72.1pp |
| Employer contribution / active EE | $1,789 | $1,787+0.1% | $2,302-22.3% | $2,440-26.7% |
| Participant deferral / active EE | $1,502 | $2,690-44.2% | $3,336-55.0% | $3,607-58.4% |
| Admin fee / account holder | $454 | $4,013-88.7% | $6,420-92.9% | $5,124-91.1% |