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 | $44,863 | $80,731-44.4% | $103,374-56.6% | $74,546-39.8% |
| Participation rate | 87.2% | 65.7%+21.5pp | 74.5%+12.7pp | 67.2%+20.0pp |
| Annual return | 10.87% | 27.56%-16.7pp | 24.89%-14.0pp | 1366.03%-1355.2pp |
| Employer contribution / active EE | $0 | $3,158-100.0% | $3,869-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $4,504 | $3,860+16.7% | $5,058-10.9% | $4,347+3.6% |
| Admin fee / account holder | $2,202 | $2,369-7.0% | $8,394-73.8% | $1,944+13.3% |