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 | $41,581 | $64,324-35.4% | $118,925-65.0% | $79,858-47.9% |
| Participation rate | 92.6% | 64.9%+27.7pp | 75.4%+17.2pp | 69.6%+23.0pp |
| Annual return | 5.15% | 86.45%-81.3pp | 35.88%-30.7pp | 31.71%-26.6pp |
| Employer contribution / active EE | $1,643 | $1,836-10.5% | $3,263-49.6% | $2,471-33.5% |
| Participant deferral / active EE | $2,545 | $2,824-9.9% | $4,265-40.3% | $3,740-31.9% |
| Admin fee / account holder | $8,065 | $4,040+99.6% | $6,581+22.6% | $5,306+52.0% |