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 6-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 | $17,960 | $158,398-88.7% | $126,539-85.8% | $142,382-87.4% |
| Participation rate | 90.9% | 75.8%+15.1pp | 69.8%+21.1pp | 80.1%+10.8pp |
| Annual return | 7.78% | 593.76%-586.0pp | 425.95%-418.2pp | 217.08%-209.3pp |
| Employer contribution / active EE | $277 | $4,650-94.0% | $3,674-92.5% | $4,299-93.6% |
| Participant deferral / active EE | $2,313 | $4,767-51.5% | $4,083-43.3% | $6,507-64.4% |
| Admin fee / account holder | $39,939 | $6,918+477.3% | $6,065+558.6% | $12,624+216.4% |