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 10-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 | $17,115 | $111,724-84.7% | $93,606-81.7% | $145,922-88.3% |
| Participation rate | 83.3% | 74.2%+9.1pp | 68.7%+14.6pp | 80.3%+3.1pp |
| Annual return | 7.76% | 202.98%-195.2pp | 133.20%-125.4pp | 561.29%-553.5pp |
| Employer contribution / active EE | $576 | $3,090-81.4% | $2,420-76.2% | $4,660-87.6% |
| Participant deferral / active EE | $3,696 | $4,912-24.8% | $4,411-16.2% | $6,688-44.7% |
| Admin fee / account holder | $49,939 | $10,250+387.2% | $8,285+502.8% | $13,397+272.8% |