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 | $21,967 | $70,669-68.9% | $169,368-87.0% | $75,163-70.8% |
| Participation rate | 100.0% | 64.8%+35.2pp | 77.1%+22.9pp | 67.2%+32.8pp |
| Annual return | 6.99% | 36.36%-29.4pp | 405.60%-398.6pp | 160.62%-153.6pp |
| Employer contribution / active EE | $985 | $2,211-55.4% | $4,013-75.4% | $2,670-63.1% |
| Participant deferral / active EE | $1,445 | $4,311-66.5% | $6,221-76.8% | $4,125-65.0% |
| Admin fee / account holder | $1,132 | $5,402-79.0% | $9,003-87.4% | $5,651-80.0% |