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 | $12,650 | $74,888-83.1% | $71,209-82.2% | $142,382-91.1% |
| Participation rate | 71.4% | 76.2%-4.8pp | 73.8%-2.3pp | 80.1%-8.7pp |
| Annual return | 11.13% | 345.14%-334.0pp | 282.51%-271.4pp | 217.08%-205.9pp |
| Employer contribution / active EE | $1,049 | $2,854-63.2% | $2,721-61.4% | $4,299-75.6% |
| Participant deferral / active EE | $3,637 | $4,454-18.3% | $4,175-12.9% | $6,507-44.1% |
| Admin fee / account holder | $4,117 | $5,568-26.1% | $5,349-23.0% | $12,624-67.4% |