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 3-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 | $7,088 | $74,888-90.5% | $71,209-90.0% | $142,382-95.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 3.92% | 345.14%-341.2pp | 282.51%-278.6pp | 217.08%-213.2pp |
| Employer contribution / active EE | $2,608 | $2,854-8.6% | $2,721-4.1% | $4,299-39.3% |
| Participant deferral / active EE | $3,078 | $4,454-30.9% | $4,175-26.3% | $6,507-52.7% |
| Admin fee / account holder | $1,676 | $5,568-69.9% | $5,349-68.7% | $12,624-86.7% |