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 | $48,895 | $96,635-49.4% | $86,612-43.5% | $139,434-64.9% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 3.16% | 106.41%-103.3pp | 591.07%-587.9pp | 372.94%-369.8pp |
| Employer contribution / active EE | $3,222 | $3,263-1.2% | $3,022+6.6% | $4,751-32.2% |
| Participant deferral / active EE | $1,974 | $4,836-59.2% | $4,438-55.5% | $6,710-70.6% |
| Admin fee / account holder | $5,616 | $6,408-12.4% | $5,6140% | $11,403-50.7% |