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 | $8,457 | $54,705-84.5% | $71,209-88.1% | $84,808-90.0% |
| Participation rate | 89.1% | 64.1%+25.1pp | 73.8%+15.4pp | 68.3%+20.8pp |
| Annual return | 13.39% | 35.90%-22.5pp | 282.51%-269.1pp | 40.90%-27.5pp |
| Employer contribution / active EE | $584 | $2,158-72.9% | $2,721-78.5% | $2,631-77.8% |
| Participant deferral / active EE | $1,658 | $3,030-45.3% | $4,175-60.3% | $4,212-60.6% |
| Admin fee / account holder | $2,084 | $4,863-57.1% | $5,349-61.0% | $7,344-71.6% |