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 4-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 | $6,880 | $99,877-93.1% | $84,966-91.9% | $145,922-95.3% |
| Participation rate | 70.8% | 74.1%-3.3pp | 67.5%+3.3pp | 80.3%-9.4pp |
| Annual return | 5.02% | 83.76%-78.7pp | 66.38%-61.4pp | 561.29%-556.3pp |
| Employer contribution / active EE | $648 | $3,231-79.9% | $2,727-76.2% | $4,660-86.1% |
| Participant deferral / active EE | $3,899 | $5,291-26.3% | $4,519-13.7% | $6,688-41.7% |
| Admin fee / account holder | $1,386 | $7,248-80.9% | $6,149-77.5% | $13,397-89.7% |