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 6-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 | $36,925 | $99,985-63.1% | $146,665-74.8% | $85,850-57.0% |
| Participation rate | 96.4% | 73.1%+23.3pp | 80.1%+16.3pp | 69.3%+27.0pp |
| Annual return | 10.66% | 18.93%-8.3pp | 22.74%-12.1pp | 318.53%-307.9pp |
| Employer contribution / active EE | $2,016 | $2,559-21.2% | $4,136-51.3% | $2,565-21.4% |
| Participant deferral / active EE | $4,586 | $4,006+14.5% | $5,506-16.7% | $3,952+16.0% |
| Admin fee / account holder | $2,975 | $7,702-61.4% | $10,280-71.1% | $6,260-52.5% |