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 | $40,268 | $90,348-55.4% | $75,972-47.0% | $145,922-72.4% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 3.54% | 620.88%-617.3pp | 359.55%-356.0pp | 561.29%-557.7pp |
| Employer contribution / active EE | $685 | $3,311-79.3% | $2,685-74.5% | $4,660-85.3% |
| Participant deferral / active EE | $1,156 | $5,162-77.6% | $4,255-72.8% | $6,688-82.7% |
| Admin fee / account holder | $33,333 | $8,467+293.7% | $6,467+415.5% | $13,397+148.8% |