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 | $7,890 | $97,125-91.9% | $86,233-90.9% | $137,256-94.3% |
| Participation rate | 88.9% | 74.2%+14.7pp | 69.0%+19.9pp | 80.0%+8.9pp |
| Annual return | 7.18% | 74.19%-67.0pp | 61.39%-54.2pp | 220.34%-213.2pp |
| Employer contribution / active EE | $1,308 | $2,841-54.0% | $2,504-47.8% | $4,156-68.5% |
| Participant deferral / active EE | $2,406 | $5,180-53.5% | $4,559-47.2% | $6,407-62.4% |
| Admin fee / account holder | $13,117 | $9,725+34.9% | $8,342+57.2% | $12,270+6.9% |