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 | $17,657 | $111,754-84.2% | $103,333-82.9% | $145,922-87.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 3.38% | 24.77%-21.4pp | 24.88%-21.5pp | 561.29%-557.9pp |
| Employer contribution / active EE | $917 | $4,212-78.2% | $3,868-76.3% | $4,660-80.3% |
| Participant deferral / active EE | $8,869 | $5,619+57.8% | $5,057+75.4% | $6,688+32.6% |
| Admin fee / account holder | $458 | $9,750-95.3% | $8,355-94.5% | $13,397-96.6% |