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 | $37,967 | $104,974-63.8% | $95,585-60.3% | $142,382-73.3% |
| Participation rate | 86.7% | 75.0%+11.7pp | 72.1%+14.6pp | 80.1%+6.5pp |
| Annual return | 7.96% | 210.33%-202.4pp | 38.56%-30.6pp | 217.08%-209.1pp |
| Employer contribution / active EE | $3,011 | $2,779+8.4% | $2,527+19.2% | $4,299-30.0% |
| Participant deferral / active EE | $4,771 | $4,352+9.6% | $4,023+18.6% | $6,507-26.7% |
| Admin fee / account holder | $12,653 | $6,386+98.1% | $6,127+106.5% | $12,624+0.2% |