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 | $8,116 | $37,426-78.3% | $77,482-89.5% | $79,858-89.8% |
| Participation rate | 100.0% | 41.5%+58.5pp | 54.2%+45.8pp | 69.6%+30.4pp |
| Annual return | 5.55% | 39.70%-34.1pp | 54.79%-49.2pp | 31.71%-26.2pp |
| Employer contribution / active EE | $918 | $637+44.2% | $986-6.9% | $2,471-62.8% |
| Participant deferral / active EE | $1,214 | $1,260-3.7% | $1,861-34.8% | $3,740-67.5% |
| Admin fee / account holder | $1,721 | $2,504-31.3% | $2,858-39.8% | $5,306-67.6% |