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 | $7,921 | $123,909-93.6% | $69,647-88.6% | $145,922-94.6% |
| Participation rate | 100.0% | 69.2%+30.8pp | 66.5%+33.5pp | 80.3%+19.7pp |
| Annual return | 4.98% | 190.55%-185.6pp | 100.48%-95.5pp | 561.29%-556.3pp |
| Employer contribution / active EE | $964 | $2,682-64.1% | $1,712-43.7% | $4,660-79.3% |
| Participant deferral / active EE | $1,793 | $4,236-57.7% | $2,886-37.9% | $6,688-73.2% |
| Admin fee / account holder | $7,345 | $7,863-6.6% | $4,713+55.9% | $13,397-45.2% |