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 7-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 | $6,291 | $90,397-93.0% | $76,002-91.7% | $145,959-95.7% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 7.46% | 621.97%-614.5pp | 360.07%-352.6pp | 561.95%-554.5pp |
| Employer contribution / active EE | $915 | $3,317-72.4% | $2,688-66.0% | $4,661-80.4% |
| Participant deferral / active EE | $1,366 | $5,163-73.5% | $4,257-67.9% | $6,689-79.6% |
| Admin fee / account holder | $808 | $8,369-90.3% | $6,414-87.4% | $13,398-94.0% |