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 7-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 | $27,723 | $77,899-64.4% | $149,673-81.5% | $75,163-63.1% |
| Participation rate | 86.7% | 65.6%+21.1pp | 78.8%+7.9pp | 67.2%+19.5pp |
| Annual return | 11.75% | 31.72%-20.0pp | 134.42%-122.7pp | 160.62%-148.9pp |
| Employer contribution / active EE | $1,256 | $3,137-60.0% | $4,818-73.9% | $2,670-53.0% |
| Participant deferral / active EE | $2,264 | $3,411-33.6% | $5,680-60.1% | $4,125-45.1% |
| Admin fee / account holder | $5,448 | $5,956-8.5% | $13,210-58.8% | $5,651-3.6% |