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 | $6,527 | $74,888-91.3% | $71,209-90.8% | $142,382-95.4% |
| Participation rate | 81.3% | 76.2%+5.0pp | 73.8%+7.5pp | 80.1%+1.1pp |
| Annual return | 11.25% | 345.14%-333.9pp | 282.51%-271.3pp | 217.08%-205.8pp |
| Employer contribution / active EE | $783 | $2,854-72.6% | $2,721-71.2% | $4,299-81.8% |
| Participant deferral / active EE | $1,301 | $4,454-70.8% | $4,175-68.8% | $6,507-80.0% |
| Admin fee / account holder | $2,291 | $5,568-58.9% | $5,349-57.2% | $12,624-81.9% |