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 7-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 | $11,911 | $172,111-93.1% | $150,298-92.1% | $137,256-91.3% |
| Participation rate | 90.0% | 81.7%+8.3pp | 77.8%+12.2pp | 80.0%+10.0pp |
| Annual return | 8.05% | 69.37%-61.3pp | 62.79%-54.7pp | 220.34%-212.3pp |
| Employer contribution / active EE | $897 | $4,636-80.7% | $4,154-78.4% | $4,156-78.4% |
| Participant deferral / active EE | $4,213 | $6,166-31.7% | $5,453-22.7% | $6,407-34.2% |
| Admin fee / account holder | $380 | $16,471-97.7% | $14,116-97.3% | $12,270-96.9% |