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 8-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 | $12,714 | $96,635-86.8% | $86,612-85.3% | $139,434-90.9% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 7.60% | 106.41%-98.8pp | 591.07%-583.5pp | 372.94%-365.3pp |
| Employer contribution / active EE | $746 | $3,263-77.1% | $3,022-75.3% | $4,751-84.3% |
| Participant deferral / active EE | $2,869 | $4,836-40.7% | $4,438-35.3% | $6,710-57.2% |
| Admin fee / account holder | $308 | $6,408-95.2% | $5,614-94.5% | $11,403-97.3% |