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 | $15,824 | $53,127-70.2% | $86,590-81.7% | $70,131-77.4% |
| Participation rate | 94.1% | 65.3%+28.8pp | 73.5%+20.6pp | 69.5%+24.6pp |
| Annual return | 11.54% | 27.66%-16.1pp | 964.84%-953.3pp | 73.14%-61.6pp |
| Employer contribution / active EE | $999 | $2,068-51.7% | $2,839-64.8% | $2,342-57.4% |
| Participant deferral / active EE | $1,220 | $2,696-54.7% | $3,609-66.2% | $3,332-63.4% |
| Admin fee / account holder | $813 | $3,585-77.3% | $4,906-83.4% | $4,645-82.5% |