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 | $13,464 | $81,233-83.4% | $155,567-91.3% | $80,874-83.4% |
| Participation rate | 91.4% | 66.2%+25.2pp | 78.2%+13.2pp | 67.6%+23.8pp |
| Annual return | 10.33% | 33.33%-23.0pp | 64.74%-54.4pp | 35.62%-25.3pp |
| Employer contribution / active EE | $0 | $3,101-100.0% | $4,674-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,604 | $3,452-53.5% | $5,628-71.5% | $4,297-62.7% |
| Admin fee / account holder | $601 | $7,998-92.5% | $15,916-96.2% | $6,935-91.3% |