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 | $170,586 | $87,705+94.5% | $63,517+168.6% | $125,391+36.0% |
| Participation rate | 100.0% | 77.0%+23.0pp | 71.0%+29.0pp | 83.2%+16.8pp |
| Annual return | -5.68% | 21.70%-27.4pp | -70.30%+64.6pp | 282.22%-287.9pp |
| Employer contribution / active EE | $0 | $3,601-100.0% | $2,322-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $15,000 | $3,939+280.8% | $2,953+407.9% | $5,352+180.3% |
| Admin fee / account holder | $1,224 | $11,948-89.8% | $5,892-79.2% | $9,540-87.2% |