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 | $37,340 | $89,355-58.2% | $141,162-73.5% | $72,985-48.8% |
| Participation rate | 96.8% | 75.1%+21.7pp | 82.5%+14.3pp | 69.5%+27.3pp |
| Annual return | 17.35% | 111.85%-94.5pp | 71.39%-54.0pp | 81.00%-63.6pp |
| Employer contribution / active EE | $0 | $3,114-100.0% | $4,735-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $5,850 | $5,418+8.0% | $6,709-12.8% | $3,607+62.2% |
| Admin fee / account holder | $15,674 | $5,958+163.1% | $10,261+52.7% | $5,124+205.9% |