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 | $51,384 | $104,664-50.9% | $85,682-40.0% | $167,490-69.3% |
| Participation rate | 75.0% | 76.4%-1.4pp | 69.9%+5.1pp | 82.1%-7.1pp |
| Annual return | 5.86% | 21.45%-15.6pp | 21.49%-15.6pp | 478.56%-472.7pp |
| Employer contribution / active EE | $2,098 | $3,337-37.1% | $2,618-19.9% | $4,837-56.6% |
| Participant deferral / active EE | $3,189 | $4,824-33.9% | $3,923-18.7% | $6,341-49.7% |
| Admin fee / account holder | $71,072 | $10,032+608.5% | $6,873+934.1% | $12,309+477.4% |