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 9-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 | $7,288 | $72,071-89.9% | $68,368-89.3% | $137,256-94.7% |
| Participation rate | 87.5% | 76.2%+11.3pp | 73.8%+13.7pp | 80.0%+7.5pp |
| Annual return | 3.63% | 353.14%-349.5pp | 292.57%-288.9pp | 220.34%-216.7pp |
| Employer contribution / active EE | $877 | $2,788-68.6% | $2,649-66.9% | $4,156-78.9% |
| Participant deferral / active EE | $1,079 | $4,410-75.5% | $4,123-73.8% | $6,407-83.2% |
| Admin fee / account holder | $936 | $5,336-82.5% | $5,150-81.8% | $12,270-92.4% |