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 | $25,929 | $106,515-75.7% | $96,683-73.2% | $139,434-81.4% |
| Participation rate | 83.3% | 77.8%+5.5pp | 74.3%+9.0pp | 80.3%+3.0pp |
| Annual return | 7.43% | 38.43%-31.0pp | 35.69%-28.3pp | 372.94%-365.5pp |
| Employer contribution / active EE | $1,905 | $4,103-53.6% | $3,737-49.0% | $4,751-59.9% |
| Participant deferral / active EE | $9,519 | $5,454+74.5% | $4,878+95.1% | $6,710+41.9% |
| Admin fee / account holder | $38,936 | $7,877+394.3% | $6,730+478.6% | $11,403+241.5% |