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 | $28,478 | $74,927-62.0% | $101,794-72.0% | $84,808-66.4% |
| Participation rate | 100.0% | 61.4%+38.6pp | 69.2%+30.8pp | 68.3%+31.7pp |
| Annual return | 7.77% | 18.70%-10.9pp | 30.53%-22.8pp | 40.90%-33.1pp |
| Employer contribution / active EE | $4,447 | $1,522+192.2% | $2,289+94.3% | $2,631+69.0% |
| Participant deferral / active EE | $2,206 | $3,099-28.8% | $4,084-46.0% | $4,212-47.6% |
| Admin fee / account holder | $4,462 | $6,514-31.5% | $8,777-49.2% | $7,344-39.2% |