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 | $6,298 | $24,730-74.5% | $66,042-90.5% | $84,808-92.6% |
| Participation rate | 83.6% | 68.1%+15.5pp | 67.5%+16.1pp | 68.3%+15.3pp |
| Annual return | 6.69% | 79.55%-72.9pp | 52.11%-45.4pp | 40.90%-34.2pp |
| Employer contribution / active EE | $658 | $857-23.2% | $1,579-58.3% | $2,631-75.0% |
| Participant deferral / active EE | $1,136 | $1,737-34.6% | $2,835-59.9% | $4,212-73.0% |
| Admin fee / account holder | $1,231 | $3,014-59.1% | $5,747-78.6% | $7,344-83.2% |