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 | $24,620 | $91,190-73.0% | $178,490-86.2% | $79,858-69.2% |
| Participation rate | 92.3% | 69.2%+23.1pp | 81.9%+10.4pp | 69.6%+22.7pp |
| Annual return | 6.97% | 24.19%-17.2pp | 151.07%-144.1pp | 31.71%-24.7pp |
| Employer contribution / active EE | $1,111 | $3,256-65.9% | $5,011-77.8% | $2,471-55.0% |
| Participant deferral / active EE | $2,055 | $3,236-36.5% | $5,202-60.5% | $3,740-45.1% |
| Admin fee / account holder | $1,490 | $6,751-77.9% | $13,984-89.3% | $5,306-71.9% |