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 | $54,705-93.2% | $71,209-94.7% | $84,808-95.6% |
| Participation rate | 88.3% | 64.1%+24.3pp | 73.8%+14.6pp | 68.3%+20.0pp |
| Annual return | 10.44% | 35.90%-25.5pp | 282.51%-272.1pp | 40.90%-30.5pp |
| Employer contribution / active EE | $283 | $2,158-86.9% | $2,721-89.6% | $2,631-89.3% |
| Participant deferral / active EE | $1,000 | $3,030-67.0% | $4,175-76.0% | $4,212-76.3% |
| Admin fee / account holder | $2,247 | $4,863-53.8% | $5,349-58.0% | $7,344-69.4% |