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 9-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 | $51,748 | $45,035+14.9% | $62,995-17.9% | $70,131-26.2% |
| Participation rate | 97.3% | 69.5%+27.7pp | 74.8%+22.5pp | 69.5%+27.7pp |
| Annual return | 9.19% | 18.76%-9.6pp | 87.57%-78.4pp | 73.14%-64.0pp |
| Employer contribution / active EE | $0 | $2,051-100.0% | $2,759-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $3,951 | $2,465+60.3% | $3,329+18.7% | $3,332+18.6% |
| Admin fee / account holder | $668 | $2,834-76.4% | $3,600-81.4% | $4,645-85.6% |