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 | $37,257 | $53,127-29.9% | $86,590-57.0% | $70,131-46.9% |
| Participation rate | 96.0% | 65.3%+30.7pp | 73.5%+22.5pp | 69.5%+26.5pp |
| Annual return | 12.11% | 27.66%-15.5pp | 964.84%-952.7pp | 73.14%-61.0pp |
| Employer contribution / active EE | $4,496 | $2,068+117.4% | $2,839+58.3% | $2,342+91.9% |
| Participant deferral / active EE | $7,245 | $2,696+168.8% | $3,609+100.8% | $3,332+117.5% |
| Admin fee / account holder | $14,478 | $3,585+303.8% | $4,906+195.1% | $4,645+211.7% |