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 | $23,640 | $133,922-82.3% | $116,228-79.7% | $142,382-83.4% |
| Participation rate | 85.7% | 77.9%+7.9pp | 74.6%+11.2pp | 80.1%+5.6pp |
| Annual return | 6.28% | 147.76%-141.5pp | 90.06%-83.8pp | 217.08%-210.8pp |
| Employer contribution / active EE | $690 | $3,446-80.0% | $2,994-77.0% | $4,299-84.0% |
| Participant deferral / active EE | $1,912 | $5,672-66.3% | $4,953-61.4% | $6,507-70.6% |
| Admin fee / account holder | $695 | $14,945-95.4% | $11,989-94.2% | $12,624-94.5% |