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 | $74,888-90.3% | $71,209-89.8% | $142,382-94.9% |
| Participation rate | 87.5% | 76.2%+11.3pp | 73.8%+13.7pp | 80.1%+7.4pp |
| Annual return | 3.63% | 345.14%-341.5pp | 282.51%-278.9pp | 217.08%-213.4pp |
| Employer contribution / active EE | $877 | $2,854-69.3% | $2,721-67.8% | $4,299-79.6% |
| Participant deferral / active EE | $1,079 | $4,454-75.8% | $4,175-74.2% | $6,507-83.4% |
| Admin fee / account holder | $936 | $5,568-83.2% | $5,349-82.5% | $12,624-92.6% |