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 | $45,916 | $60,022-23.5% | $88,946-48.4% | $84,808-45.9% |
| Participation rate | 86.7% | 57.8%+28.8pp | 68.8%+17.8pp | 68.3%+18.4pp |
| Annual return | 12.24% | 22.43%-10.2pp | 57.82%-45.6pp | 40.90%-28.7pp |
| Employer contribution / active EE | $3,408 | $1,703+100.2% | $2,555+33.4% | $2,631+29.5% |
| Participant deferral / active EE | $5,725 | $3,114+83.9% | $4,581+25.0% | $4,212+35.9% |
| Admin fee / account holder | $21,088 | $4,811+338.3% | $8,261+155.3% | $7,344+187.2% |