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 | $26,921 | $81,632-67.0% | $70,449-61.8% | $158,922-83.1% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 1.96% | 208.40%-206.4pp | 109.03%-107.1pp | 302.83%-300.9pp |
| Employer contribution / active EE | $3,571 | $3,217+11.0% | $2,737+30.5% | $4,761-25.0% |
| Participant deferral / active EE | $5,722 | $4,554+25.7% | $3,709+54.3% | $5,982-4.3% |
| Admin fee / account holder | $346 | $6,193-94.4% | $3,845-91.0% | $11,246-96.9% |