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 | $33,819 | $71,050-52.4% | $93,606-63.9% | $80,856-58.2% |
| Participation rate | 83.3% | 60.4%+22.9pp | 68.7%+14.6pp | 67.6%+15.7pp |
| Annual return | 7.60% | 11.26%-3.7pp | 133.20%-125.6pp | 35.59%-28.0pp |
| Employer contribution / active EE | $512 | $1,564-67.3% | $2,420-78.9% | $2,755-81.4% |
| Participant deferral / active EE | $5,169 | $4,034+28.1% | $4,411+17.2% | $4,296+20.3% |
| Admin fee / account holder | $27,476 | $6,945+295.6% | $8,285+231.6% | $6,918+297.2% |