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 | $29,465 | $112,881-73.9% | $90,951-67.6% | $158,922-81.5% |
| Participation rate | 91.3% | 74.7%+16.6pp | 69.0%+22.3pp | 82.0%+9.3pp |
| Annual return | 3.58% | 215.79%-212.2pp | 134.60%-131.0pp | 302.83%-299.2pp |
| Employer contribution / active EE | $4,619 | $2,893+59.7% | $2,122+117.7% | $4,761-3.0% |
| Participant deferral / active EE | $0 | $4,128-100.0% | $3,373-100.0% | $5,982-100.0% |
| Admin fee / account holder | $823 | $8,041-89.8% | $5,959-86.2% | $11,246-92.7% |