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 | $20,280 | $118,849-82.9% | $96,562-79.0% | $167,490-87.9% |
| Participation rate | 83.3% | 75.5%+7.9pp | 69.8%+13.5pp | 82.1%+1.2pp |
| Annual return | 6.32% | 50.49%-44.2pp | 37.78%-31.5pp | 478.56%-472.2pp |
| Employer contribution / active EE | $2,499 | $3,120-19.9% | $2,356+6.0% | $4,837-48.3% |
| Participant deferral / active EE | $5,597 | $4,616+21.3% | $3,849+45.4% | $6,341-11.7% |
| Admin fee / account holder | $514 | $8,065-93.6% | $6,181-91.7% | $12,309-95.8% |