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 6-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 | $30,219 | $201,259-85.0% | $184,200-83.6% | $145,959-79.3% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 3.85% | 28.98%-25.1pp | 28.80%-25.0pp | 561.95%-558.1pp |
| Employer contribution / active EE | $2,076 | $7,018-70.4% | $6,424-67.7% | $4,661-55.5% |
| Participant deferral / active EE | $19,163 | $9,806+95.4% | $9,132+109.8% | $6,689+186.5% |
| Admin fee / account holder | $182,223 | $16,372+1013.0% | $13,907+1210.3% | $13,398+1260.1% |