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 | $26,252 | $78,926-66.7% | $136,749-80.8% | $84,808-69.0% |
| Participation rate | 100.0% | 62.2%+37.8pp | 72.1%+27.9pp | 68.3%+31.7pp |
| Annual return | 12.26% | 18.17%-5.9pp | 24.33%-12.1pp | 40.90%-28.6pp |
| Employer contribution / active EE | $1,578 | $2,134-26.1% | $3,400-53.6% | $2,631-40.0% |
| Participant deferral / active EE | $5,019 | $3,168+58.4% | $4,692+7.0% | $4,212+19.2% |
| Admin fee / account holder | $10,166 | $6,369+59.6% | $11,386-10.7% | $7,344+38.4% |