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 | $19,289 | $107,452-82.0% | $91,541-78.9% | $142,382-86.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 8.02% | 22.06%-14.0pp | 20.50%-12.5pp | 217.08%-209.1pp |
| Employer contribution / active EE | $2,941 | $2,994-1.8% | $2,505+17.4% | $4,299-31.6% |
| Participant deferral / active EE | $0 | $4,754-100.0% | $4,008-100.0% | $6,507-100.0% |
| Admin fee / account holder | $525 | $8,834-94.1% | $6,956-92.5% | $12,624-95.8% |