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 | $25,787 | $183,519-85.9% | $155,509-83.4% | $145,922-82.3% |
| Participation rate | 70.6% | 82.7%-12.1pp | 78.2%-7.6pp | 80.3%-9.7pp |
| Annual return | 7.99% | 61.17%-53.2pp | 64.67%-56.7pp | 561.29%-553.3pp |
| Employer contribution / active EE | $1,478 | $5,313-72.2% | $4,672-68.4% | $4,660-68.3% |
| Participant deferral / active EE | $2,808 | $6,462-56.5% | $5,626-50.1% | $6,688-58.0% |
| Admin fee / account holder | $1,552 | $19,313-92.0% | $15,912-90.2% | $13,397-88.4% |