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 | $37,649 | $85,202-55.8% | $172,739-78.2% | $72,985-48.4% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 4.98% | 27.32%-22.3pp | 802.84%-797.9pp | 81.00%-76.0pp |
| Employer contribution / active EE | $489 | $3,324-85.3% | $5,143-90.5% | $2,440-79.9% |
| Participant deferral / active EE | $1,565 | $3,260-52.0% | $5,198-69.9% | $3,607-56.6% |
| Admin fee / account holder | $2,916 | $5,884-50.4% | $13,954-79.1% | $5,124-43.1% |