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 | $36,081 | $67,411-46.5% | $91,001-60.4% | $70,131-48.6% |
| Participation rate | 77.8% | 71.4%+6.4pp | 75.6%+2.2pp | 69.5%+8.2pp |
| Annual return | 9.25% | -40.16%+49.4pp | 4.60%+4.7pp | 73.14%-63.9pp |
| Employer contribution / active EE | $2,162 | $1,786+21.1% | $2,456-12.0% | $2,342-7.7% |
| Participant deferral / active EE | $4,341 | $2,823+53.8% | $3,547+22.4% | $3,332+30.3% |
| Admin fee / account holder | $33,217 | $4,236+684.1% | $5,417+513.2% | $4,645+615.1% |