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 | $9,954 | $100,773-90.1% | $88,946-88.8% | $142,382-93.0% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 9.42% | 70.18%-60.8pp | 57.82%-48.4pp | 217.08%-207.7pp |
| Employer contribution / active EE | $952 | $2,918-67.4% | $2,555-62.7% | $4,299-77.9% |
| Participant deferral / active EE | $1,983 | $5,230-62.1% | $4,581-56.7% | $6,507-69.5% |
| Admin fee / account holder | $4,980 | $9,693-48.6% | $8,261-39.7% | $12,624-60.6% |