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 | $51,387 | $51,175+0.4% | $70,515-27.1% | $75,163-31.6% |
| Participation rate | 100.0% | 60.9%+39.1pp | 68.3%+31.7pp | 67.2%+32.8pp |
| Annual return | 13.08% | 30.02%-16.9pp | 32.77%-19.7pp | 160.62%-147.5pp |
| Employer contribution / active EE | $3,382 | $1,826+85.2% | $2,973+13.7% | $2,670+26.7% |
| Participant deferral / active EE | $2,798 | $2,849-1.8% | $4,567-38.7% | $4,125-32.2% |
| Admin fee / account holder | $5,776 | $4,091+41.2% | $6,412-9.9% | $5,651+2.2% |