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 8-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 | $6,605 | $92,798-92.9% | $96,707-93.2% | $137,256-95.2% |
| Participation rate | 87.5% | 81.6%+5.9pp | 80.4%+7.1pp | 80.0%+7.5pp |
| Annual return | 11.05% | 31.24%-20.2pp | 34.78%-23.7pp | 220.34%-209.3pp |
| Employer contribution / active EE | $1,587 | $4,147-61.7% | $4,191-62.1% | $4,156-61.8% |
| Participant deferral / active EE | $2,763 | $5,877-53.0% | $5,997-53.9% | $6,407-56.9% |
| Admin fee / account holder | $3,597 | $7,946-54.7% | $7,503-52.1% | $12,270-70.7% |