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 | $17,963 | $30,400-40.9% | $53,898-66.7% | $84,808-78.8% |
| Participation rate | 98.2% | 46.4%+51.8pp | 55.0%+43.3pp | 68.3%+29.9pp |
| Annual return | 13.40% | 500.19%-486.8pp | 528.60%-515.2pp | 40.90%-27.5pp |
| Employer contribution / active EE | $1,125 | $603+86.7% | $932+20.7% | $2,631-57.2% |
| Participant deferral / active EE | $1,827 | $1,199+52.4% | $1,8260% | $4,212-56.6% |
| Admin fee / account holder | $17,606 | $1,993+783.3% | $2,491+606.8% | $7,344+139.7% |