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 | $73,787-61.4% | $98,716-71.2% | $82,448-65.5% |
| Participation rate | 100.0% | 61.4%+38.6pp | 69.3%+30.7pp | 68.1%+31.9pp |
| Annual return | 7.77% | 18.57%-10.8pp | 31.81%-24.0pp | 41.64%-33.9pp |
| Employer contribution / active EE | $4,447 | $1,511+194.2% | $2,279+95.1% | $2,551+74.3% |
| Participant deferral / active EE | $2,206 | $3,081-28.4% | $4,048-45.5% | $4,139-46.7% |
| Admin fee / account holder | $4,462 | $6,500-31.4% | $8,703-48.7% | $7,234-38.3% |