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 | $3,358 | $74,888-95.5% | $71,209-95.3% | $142,382-97.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 7.53% | 345.14%-337.6pp | 282.51%-275.0pp | 217.08%-209.5pp |
| Employer contribution / active EE | $2,308 | $2,854-19.1% | $2,721-15.2% | $4,299-46.3% |
| Participant deferral / active EE | $4,277 | $4,454-4.0% | $4,175+2.4% | $6,507-34.3% |
| Admin fee / account holder | $8,945 | $5,568+60.6% | $5,349+67.2% | $12,624-29.1% |