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 | $24,720 | $84,233-70.7% | $170,442-85.5% | $70,131-64.8% |
| Participation rate | 90.3% | 70.8%+19.5pp | 83.6%+6.7pp | 69.5%+20.8pp |
| Annual return | 10.54% | 23.06%-12.5pp | 205.93%-195.4pp | 73.14%-62.6pp |
| Employer contribution / active EE | $893 | $3,387-73.6% | $5,433-83.6% | $2,342-61.9% |
| Participant deferral / active EE | $3,259 | $3,086+5.6% | $4,939-34.0% | $3,332-2.2% |
| Admin fee / account holder | $976 | $5,698-82.9% | $13,880-93.0% | $4,645-79.0% |