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 10-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 | $5,658 | $70,756-92.0% | $65,493-91.4% | $142,382-96.0% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 2.77% | 1754.89%-1752.1pp | 982.45%-979.7pp | 217.08%-214.3pp |
| Employer contribution / active EE | $882 | $2,881-69.4% | $2,574-65.8% | $4,299-79.5% |
| Participant deferral / active EE | $2,308 | $4,637-50.2% | $3,961-41.7% | $6,507-64.5% |
| Admin fee / account holder | $9,598 | $6,559+46.3% | $5,028+90.9% | $12,624-24.0% |