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 9-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 | $24,383 | $126,574-80.7% | $106,213-77.0% | $145,922-83.3% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 3.00% | 224.79%-221.8pp | 116.14%-113.1pp | 561.29%-558.3pp |
| Employer contribution / active EE | $4,673 | $3,730+25.3% | $3,171+47.4% | $4,660+0.3% |
| Participant deferral / active EE | $0 | $5,724-100.0% | $5,016-100.0% | $6,688-100.0% |
| Admin fee / account holder | $12,436 | $17,304-28.1% | $11,033+12.7% | $13,397-7.2% |