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 | $61,469 | $68,547-10.3% | $120,354-48.9% | $80,856-24.0% |
| Participation rate | 100.0% | 61.6%+38.4pp | 71.9%+28.1pp | 67.6%+32.4pp |
| Annual return | 6.15% | 23.60%-17.5pp | 107.15%-101.0pp | 35.59%-29.4pp |
| Employer contribution / active EE | $4,060 | $2,051+97.9% | $3,463+17.3% | $2,755+47.4% |
| Participant deferral / active EE | $3,313 | $3,173+4.4% | $4,991-33.6% | $4,296-22.9% |
| Admin fee / account holder | $970 | $5,732-83.1% | $9,423-89.7% | $6,918-86.0% |