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 | $13,663 | $106,515-87.2% | $96,683-85.9% | $139,434-90.2% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 6.48% | 38.43%-31.9pp | 35.69%-29.2pp | 372.94%-366.5pp |
| Employer contribution / active EE | $836 | $4,103-79.6% | $3,737-77.6% | $4,751-82.4% |
| Participant deferral / active EE | $1,387 | $5,454-74.6% | $4,878-71.6% | $6,710-79.3% |
| Admin fee / account holder | $14,811 | $7,877+88.0% | $6,730+120.1% | $11,403+29.9% |