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 7-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 | $18,847 | $74,888-74.8% | $71,209-73.5% | $142,382-86.8% |
| Participation rate | 95.0% | 76.2%+18.8pp | 73.8%+21.2pp | 80.1%+14.9pp |
| Annual return | 7.10% | 345.14%-338.0pp | 282.51%-275.4pp | 217.08%-210.0pp |
| Employer contribution / active EE | $1,304 | $2,854-54.3% | $2,721-52.1% | $4,299-69.7% |
| Participant deferral / active EE | $2,354 | $4,454-47.1% | $4,175-43.6% | $6,507-63.8% |
| Admin fee / account holder | $5,266 | $5,568-5.4% | $5,349-1.5% | $12,624-58.3% |