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 8-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 | $13,538 | $72,071-81.2% | $68,368-80.2% | $137,256-90.1% |
| Participation rate | 83.3% | 76.2%+7.1pp | 73.8%+9.6pp | 80.0%+3.4pp |
| Annual return | 9.27% | 353.14%-343.9pp | 292.57%-283.3pp | 220.34%-211.1pp |
| Employer contribution / active EE | $481 | $2,788-82.8% | $2,649-81.9% | $4,156-88.4% |
| Participant deferral / active EE | $1,826 | $4,410-58.6% | $4,123-55.7% | $6,407-71.5% |
| Admin fee / account holder | $16,376 | $5,336+206.9% | $5,150+218.0% | $12,270+33.5% |