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 | $17,514 | $72,071-75.7% | $68,368-74.4% | $137,256-87.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 11.09% | 353.14%-342.0pp | 292.57%-281.5pp | 220.34%-209.2pp |
| Employer contribution / active EE | $1,428 | $2,788-48.8% | $2,649-46.1% | $4,156-65.7% |
| Participant deferral / active EE | $5,451 | $4,410+23.6% | $4,123+32.2% | $6,407-14.9% |
| Admin fee / account holder | $2,313 | $5,336-56.6% | $5,150-55.1% | $12,270-81.1% |