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 3-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 | $15,460 | $100,970-84.7% | $96,576-84.0% | $137,256-88.7% |
| Participation rate | 85.7% | 82.6%+3.1pp | 81.4%+4.3pp | 80.0%+5.8pp |
| Annual return | 2.07% | 38.16%-36.1pp | 38.47%-36.4pp | 220.34%-218.3pp |
| Employer contribution / active EE | $4,102 | $3,809+7.7% | $3,553+15.4% | $4,156-1.3% |
| Participant deferral / active EE | $7,910 | $8,286-4.5% | $7,956-0.6% | $6,407+23.5% |
| Admin fee / account holder | $15,470 | $11,312+36.8% | $11,381+35.9% | $12,270+26.1% |