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 | $22,706 | $80,717-71.9% | $154,803-85.3% | $84,808-73.2% |
| Participation rate | 75.0% | 66.8%+8.2pp | 78.1%-3.1pp | 68.3%+6.7pp |
| Annual return | 12.18% | 37.96%-25.8pp | 58.88%-46.7pp | 40.90%-28.7pp |
| Employer contribution / active EE | $621 | $2,761-77.5% | $4,305-85.6% | $2,631-76.4% |
| Participant deferral / active EE | $3,262 | $3,303-1.2% | $5,540-41.1% | $4,212-22.5% |
| Admin fee / account holder | $878 | $6,746-87.0% | $14,329-93.9% | $7,344-88.0% |