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 | $38,174 | $65,561-41.8% | $86,188-55.7% | $75,163-49.2% |
| Participation rate | 100.0% | 60.5%+39.5pp | 69.0%+31.0pp | 67.2%+32.8pp |
| Annual return | 12.06% | 46.05%-34.0pp | 1168.45%-1156.4pp | 160.62%-148.6pp |
| Employer contribution / active EE | $2,256 | $1,553+45.3% | $2,380-5.2% | $2,670-15.5% |
| Participant deferral / active EE | $2,818 | $3,024-6.8% | $3,985-29.3% | $4,125-31.7% |
| Admin fee / account holder | $7,513 | $5,474+37.2% | $6,852+9.6% | $5,651+32.9% |