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 6-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 | $13,420 | $96,635-86.1% | $86,612-84.5% | $139,434-90.4% |
| Participation rate | 82.4% | 74.4%+8.0pp | 71.7%+10.7pp | 80.3%+2.0pp |
| Annual return | 7.02% | 106.41%-99.4pp | 591.07%-584.1pp | 372.94%-365.9pp |
| Employer contribution / active EE | $1,292 | $3,263-60.4% | $3,022-57.3% | $4,751-72.8% |
| Participant deferral / active EE | $1,458 | $4,836-69.9% | $4,438-67.2% | $6,710-78.3% |
| Admin fee / account holder | $1,049 | $6,408-83.6% | $5,614-81.3% | $11,403-90.8% |