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 4-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 | $26,444 | $110,257-76.0% | $96,544-72.6% | $139,434-81.0% |
| Participation rate | 91.7% | 78.1%+13.6pp | 76.0%+15.7pp | 80.3%+11.3pp |
| Annual return | 6.26% | 26.32%-20.1pp | 25.84%-19.6pp | 372.94%-366.7pp |
| Employer contribution / active EE | $13,796 | $3,620+281.1% | $2,965+365.3% | $4,751+190.4% |
| Participant deferral / active EE | $4,431 | $5,548-20.1% | $4,851-8.7% | $6,710-34.0% |
| Admin fee / account holder | $756 | $11,591-93.5% | $8,252-90.8% | $11,403-93.4% |