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 | $6,916 | $100,773-93.1% | $88,946-92.2% | $142,382-95.1% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 1.67% | 70.18%-68.5pp | 57.82%-56.2pp | 217.08%-215.4pp |
| Employer contribution / active EE | $515 | $2,918-82.3% | $2,555-79.8% | $4,299-88.0% |
| Participant deferral / active EE | $909 | $5,230-82.6% | $4,581-80.2% | $6,507-86.0% |
| Admin fee / account holder | $3,117 | $9,693-67.8% | $8,261-62.3% | $12,624-75.3% |