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 | $32,935 | $99,918-67.0% | $81,382-59.5% | $145,922-77.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 4.87% | 34.32%-29.4pp | 24.73%-19.9pp | 561.29%-556.4pp |
| Employer contribution / active EE | $477 | $2,978-84.0% | $2,463-80.6% | $4,660-89.8% |
| Participant deferral / active EE | $5,083 | $4,605+10.4% | $3,883+30.9% | $6,688-24.0% |
| Admin fee / account holder | $13,346 | $8,212+62.5% | $5,768+131.4% | $13,397-0.4% |