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 | $64,893 | $51,708+25.5% | $106,619-39.1% | $62,891+3.2% |
| Participation rate | 97.6% | 66.9%+30.7pp | 78.0%+19.6pp | 69.3%+28.3pp |
| Annual return | 0.16% | 4.69%-4.5pp | 9.42%-9.3pp | 20.14%-20.0pp |
| Employer contribution / active EE | $2,381 | $1,764+35.0% | $3,947-39.7% | $2,281+4.4% |
| Participant deferral / active EE | $0 | $2,315-100.0% | $3,930-100.0% | $3,203-100.0% |
| Admin fee / account holder | $919 | $3,349-72.6% | $6,418-85.7% | $4,296-78.6% |