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 | $23,330-73.0% | $64,489-90.2% | $82,448-92.4% |
| Participation rate | 83.6% | 68.3%+15.3pp | 67.7%+15.9pp | 68.1%+15.5pp |
| Annual return | 6.69% | 83.66%-77.0pp | 55.03%-48.3pp | 41.64%-34.9pp |
| Employer contribution / active EE | $658 | $824-20.2% | $1,523-56.8% | $2,551-74.2% |
| Participant deferral / active EE | $1,136 | $1,707-33.5% | $2,778-59.1% | $4,139-72.6% |
| Admin fee / account holder | $1,231 | $2,946-58.2% | $4,260-71.1% | $7,234-83.0% |