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 | $8,388 | $115,708-92.8% | $65,255-87.1% | $139,434-94.0% |
| Participation rate | 85.7% | 67.8%+17.9pp | 65.0%+20.8pp | 80.3%+5.4pp |
| Annual return | 2.37% | 31.19%-28.8pp | 47.35%-45.0pp | 372.94%-370.6pp |
| Employer contribution / active EE | $684 | $2,599-73.7% | $1,691-59.5% | $4,751-85.6% |
| Participant deferral / active EE | $661 | $4,240-84.4% | $2,831-76.6% | $6,710-90.1% |
| Admin fee / account holder | $8,738 | $6,698+30.4% | $4,112+112.5% | $11,403-23.4% |