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 | $60,922 | $93,071-34.5% | $74,583-18.3% | $273,961-77.8% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | -0.93% | 26.18%-27.1pp | 20.47%-21.4pp | 41.45%-42.4pp |
| Employer contribution / active EE | $988 | $3,160-68.7% | $2,525-60.9% | $4,869-79.7% |
| Participant deferral / active EE | $4,800 | $4,160+15.4% | $3,458+38.8% | $5,287-9.2% |
| Admin fee / account holder | $2,657 | $5,272-49.6% | $4,138-35.8% | $10,132-73.8% |