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 | $7,995 | $58,208-86.3% | $81,812-90.2% | $80,856-90.1% |
| Participation rate | 96.2% | 63.4%+32.7pp | 72.3%+23.8pp | 67.6%+28.5pp |
| Annual return | 8.65% | 41.66%-33.0pp | 773.79%-765.1pp | 35.59%-26.9pp |
| Employer contribution / active EE | $581 | $2,340-75.2% | $2,912-80.1% | $2,755-78.9% |
| Participant deferral / active EE | $1,372 | $3,281-58.2% | $4,319-68.2% | $4,296-68.1% |
| Admin fee / account holder | $2,383 | $4,981-52.2% | $7,386-67.7% | $6,918-65.6% |