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 | $14,983 | $56,053-73.3% | $75,972-80.3% | $80,856-81.5% |
| Participation rate | 88.2% | 62.0%+26.2pp | 69.1%+19.2pp | 67.6%+20.6pp |
| Annual return | 9.26% | 20.53%-11.3pp | 359.55%-350.3pp | 35.59%-26.3pp |
| Employer contribution / active EE | $994 | $1,874-46.9% | $2,685-63.0% | $2,755-63.9% |
| Participant deferral / active EE | $1,912 | $3,052-37.3% | $4,255-55.1% | $4,296-55.5% |
| Admin fee / account holder | $2,746 | $5,234-47.5% | $6,467-57.5% | $6,918-60.3% |