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 | $63,923 | $121,625-47.4% | $104,607-38.9% | $158,922-59.8% |
| Participation rate | 85.7% | 77.5%+8.2pp | 74.1%+11.6pp | 82.0%+3.8pp |
| Annual return | 0.64% | 465.26%-464.6pp | 340.46%-339.8pp | 302.83%-302.2pp |
| Employer contribution / active EE | $227 | $3,163-92.8% | $2,681-91.6% | $4,761-95.2% |
| Participant deferral / active EE | $1,359 | $4,177-67.5% | $3,740-63.7% | $5,982-77.3% |
| Admin fee / account holder | $40,005 | $7,787+413.8% | $6,473+518.0% | $11,246+255.7% |