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 | $41,393 | $78,705-47.4% | $117,854-64.9% | $70,131-41.0% |
| Participation rate | 84.3% | 73.2%+11.1pp | 79.7%+4.7pp | 69.5%+14.8pp |
| Annual return | 12.14% | 23.30%-11.2pp | 335.08%-322.9pp | 73.14%-61.0pp |
| Employer contribution / active EE | $0 | $2,223-100.0% | $3,786-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,766 | $3,297-46.4% | $4,482-60.6% | $3,332-47.0% |
| Admin fee / account holder | $1,701 | $5,065-66.4% | $8,020-78.8% | $4,645-63.4% |