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 | $3,744 | $51,638-92.7% | $68,368-94.5% | $82,448-95.5% |
| Participation rate | 88.3% | 63.6%+24.7pp | 73.8%+14.6pp | 68.1%+20.3pp |
| Annual return | 10.44% | 37.53%-27.1pp | 292.57%-282.1pp | 41.64%-31.2pp |
| Employer contribution / active EE | $283 | $2,047-86.2% | $2,649-89.3% | $2,551-88.9% |
| Participant deferral / active EE | $1,000 | $2,914-65.7% | $4,123-75.7% | $4,139-75.8% |
| Admin fee / account holder | $2,247 | $4,643-51.6% | $5,150-56.4% | $7,234-68.9% |