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 | $43,650 | $71,050-38.6% | $93,606-53.4% | $80,856-46.0% |
| Participation rate | 74.6% | 60.4%+14.2pp | 68.7%+5.9pp | 67.6%+6.9pp |
| Annual return | 6.21% | 11.26%-5.0pp | 133.20%-127.0pp | 35.59%-29.4pp |
| Employer contribution / active EE | $469 | $1,564-70.0% | $2,420-80.6% | $2,755-83.0% |
| Participant deferral / active EE | $1,661 | $4,034-58.8% | $4,411-62.3% | $4,296-61.3% |
| Admin fee / account holder | $2,416 | $6,945-65.2% | $8,285-70.8% | $6,918-65.1% |