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 7-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 | $26,156 | $77,503-66.3% | $100,391-73.9% | $80,856-67.7% |
| Participation rate | 100.0% | 76.9%+23.1pp | 81.5%+18.5pp | 67.6%+32.4pp |
| Annual return | 10.38% | 37.20%-26.8pp | 49.20%-38.8pp | 35.59%-25.2pp |
| Employer contribution / active EE | $4,713 | $2,801+68.3% | $3,942+19.6% | $2,755+71.1% |
| Participant deferral / active EE | $7,114 | $6,820+4.3% | $8,082-12.0% | $4,296+65.6% |
| Admin fee / account holder | $6,343 | $5,897+7.6% | $7,899-19.7% | $6,918-8.3% |