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 7-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 | $28,548 | $102,317-72.1% | $146,958-80.6% | $80,856-64.7% |
| Participation rate | 92.7% | 75.8%+16.8pp | 82.2%+10.5pp | 67.6%+25.0pp |
| Annual return | 9.52% | 134.76%-125.2pp | 418.34%-408.8pp | 35.59%-26.1pp |
| Employer contribution / active EE | $3,290 | $3,713-11.4% | $4,933-33.3% | $2,755+19.4% |
| Participant deferral / active EE | $6,534 | $6,644-1.6% | $8,070-19.0% | $4,296+52.1% |
| Admin fee / account holder | $13,139 | $7,941+65.4% | $12,998+1.1% | $6,918+89.9% |