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 | $36,298 | $81,208-55.3% | $98,907-63.3% | $79,858-54.5% |
| Participation rate | 84.6% | 72.5%+12.1pp | 76.0%+8.6pp | 69.6%+15.0pp |
| Annual return | 6.01% | 60.99%-55.0pp | 196.43%-190.4pp | 31.71%-25.7pp |
| Employer contribution / active EE | $735 | $1,960-62.5% | $2,689-72.7% | $2,471-70.3% |
| Participant deferral / active EE | $1,880 | $3,265-42.4% | $4,244-55.7% | $3,740-49.7% |
| Admin fee / account holder | $1,986 | $6,013-67.0% | $6,642-70.1% | $5,306-62.6% |