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 | $24,615 | $85,766-71.3% | $136,294-81.9% | $70,131-64.9% |
| Participation rate | 98.4% | 74.2%+24.3pp | 81.9%+16.5pp | 69.5%+28.9pp |
| Annual return | 7.62% | 31.45%-23.8pp | 5155.94%-5148.3pp | 73.14%-65.5pp |
| Employer contribution / active EE | $3,139 | $2,966+5.8% | $4,695-33.1% | $2,342+34.0% |
| Participant deferral / active EE | $0 | $5,051-100.0% | $6,247-100.0% | $3,332-100.0% |
| Admin fee / account holder | $1,323 | $5,420-75.6% | $9,243-85.7% | $4,645-71.5% |