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 6-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 | $6,770 | $70,756-90.4% | $65,493-89.7% | $142,382-95.2% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 1.96% | 1754.89%-1752.9pp | 982.45%-980.5pp | 217.08%-215.1pp |
| Employer contribution / active EE | $596 | $2,881-79.3% | $2,574-76.9% | $4,299-86.1% |
| Participant deferral / active EE | $1,452 | $4,637-68.7% | $3,961-63.4% | $6,507-77.7% |
| Admin fee / account holder | $2,372 | $6,559-63.8% | $5,028-52.8% | $12,624-81.2% |