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 | $12,380 | $101,618-87.8% | $93,063-86.7% | $137,256-91.0% |
| Participation rate | 71.4% | 74.9%-3.5pp | 72.1%-0.7pp | 80.0%-8.5pp |
| Annual return | 9.04% | 223.95%-214.9pp | 34.15%-25.1pp | 220.34%-211.3pp |
| Employer contribution / active EE | $0 | $2,707-100.0% | $2,476-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,227 | $4,279-48.0% | $3,958-43.7% | $6,407-65.2% |
| Admin fee / account holder | $8,769 | $6,198+41.5% | $6,033+45.3% | $12,270-28.5% |