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 9-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 | $32,127 | $47,479-32.3% | $62,929-48.9% | $82,448-61.0% |
| Participation rate | 100.0% | 66.9%+33.1pp | 73.1%+26.9pp | 68.1%+31.9pp |
| Annual return | 5.34% | 20.34%-15.0pp | 1063.93%-1058.6pp | 41.64%-36.3pp |
| Employer contribution / active EE | $527 | $1,885-72.0% | $2,505-78.9% | $2,551-79.3% |
| Participant deferral / active EE | $3,696 | $2,870+28.7% | $3,888-5.0% | $4,139-10.7% |
| Admin fee / account holder | $5,448 | $3,804+43.2% | $5,065+7.6% | $7,234-24.7% |