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 10-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 | $12,199 | $100,852-87.9% | $90,404-86.5% | $158,922-92.3% |
| Participation rate | 82.6% | 75.0%+7.6pp | 72.7%+9.9pp | 82.0%+0.7pp |
| Annual return | 3.16% | 1724.20%-1721.0pp | 1293.02%-1289.9pp | 302.83%-299.7pp |
| Employer contribution / active EE | $5,503 | $3,689+49.2% | $3,262+68.7% | $4,761+15.6% |
| Participant deferral / active EE | $2,205 | $4,348-49.3% | $3,963-44.4% | $5,982-63.1% |
| Admin fee / account holder | $331 | $6,501-94.9% | $5,611-94.1% | $11,246-97.1% |