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 | $36,587 | $55,706-34.3% | $75,886-51.8% | $72,985-49.9% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.3%+30.7pp | 69.5%+30.5pp |
| Annual return | 5.17% | 27.59%-22.4pp | 30.76%-25.6pp | 81.00%-75.8pp |
| Employer contribution / active EE | $1,176 | $1,687-30.2% | $2,500-52.9% | $2,440-51.8% |
| Participant deferral / active EE | $0 | $2,634-100.0% | $3,603-100.0% | $3,607-100.0% |
| Admin fee / account holder | $1,147 | $3,978-71.2% | $5,418-78.8% | $5,124-77.6% |