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 | $25,994 | $48,795-46.7% | $65,493-60.3% | $84,808-69.3% |
| Participation rate | 95.6% | 67.0%+28.6pp | 73.1%+22.5pp | 68.3%+27.2pp |
| Annual return | 11.57% | 20.20%-8.6pp | 982.45%-970.9pp | 40.90%-29.3pp |
| Employer contribution / active EE | $3,047 | $1,930+57.9% | $2,574+18.4% | $2,631+15.8% |
| Participant deferral / active EE | $1,864 | $2,928-36.4% | $3,961-53.0% | $4,212-55.8% |
| Admin fee / account holder | $2,198 | $3,877-43.3% | $5,028-56.3% | $7,344-70.1% |