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 5-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 | $11,090 | $74,888-85.2% | $71,209-84.4% | $142,382-92.2% |
| Participation rate | 92.9% | 76.2%+16.6pp | 73.8%+19.1pp | 80.1%+12.7pp |
| Annual return | 3.32% | 345.14%-341.8pp | 282.51%-279.2pp | 217.08%-213.8pp |
| Employer contribution / active EE | $489 | $2,854-82.9% | $2,721-82.0% | $4,299-88.6% |
| Participant deferral / active EE | $3,988 | $4,454-10.5% | $4,175-4.5% | $6,507-38.7% |
| Admin fee / account holder | $1,141 | $5,568-79.5% | $5,349-78.7% | $12,624-91.0% |