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 | $56,254 | $61,605-8.7% | $112,229-49.9% | $75,163-25.2% |
| Participation rate | 100.0% | 61.7%+38.3pp | 72.4%+27.6pp | 67.2%+32.8pp |
| Annual return | 7.81% | 28.47%-20.7pp | 30.20%-22.4pp | 160.62%-152.8pp |
| Employer contribution / active EE | $4,049 | $2,015+100.9% | $3,430+18.0% | $2,670+51.7% |
| Participant deferral / active EE | $3,252 | $3,108+4.6% | $4,798-32.2% | $4,125-21.2% |
| Admin fee / account holder | $781 | $4,862-83.9% | $7,748-89.9% | $5,651-86.2% |