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 7-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 | $12,970 | $69,207-81.3% | $64,056-79.8% | $139,434-90.7% |
| Participation rate | 91.7% | 75.6%+16.1pp | 72.3%+19.4pp | 80.3%+11.3pp |
| Annual return | 9.84% | 45.88%-36.0pp | 33.69%-23.8pp | 372.94%-363.1pp |
| Employer contribution / active EE | $1,053 | $3,182-66.9% | $2,747-61.7% | $4,751-77.8% |
| Participant deferral / active EE | $1,707 | $4,682-63.5% | $3,880-56.0% | $6,710-74.6% |
| Admin fee / account holder | $775 | $4,244-81.7% | $3,068-74.7% | $11,403-93.2% |