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 8-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 | $13,306 | $88,751-85.0% | $81,812-83.7% | $145,922-90.9% |
| Participation rate | 76.9% | 75.0%+1.9pp | 72.3%+4.6pp | 80.3%-3.4pp |
| Annual return | 9.46% | 1025.40%-1015.9pp | 773.79%-764.3pp | 561.29%-551.8pp |
| Employer contribution / active EE | $1,168 | $3,083-62.1% | $2,912-59.9% | $4,660-74.9% |
| Participant deferral / active EE | $2,827 | $4,643-39.1% | $4,319-34.5% | $6,688-57.7% |
| Admin fee / account holder | $2,741 | $8,415-67.4% | $7,386-62.9% | $13,397-79.5% |