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 5-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 | $72,500 | $154,117-53.0% | $129,995-44.2% | $139,434-48.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 7.30% | 32.48%-25.2pp | -137.18%+144.5pp | 372.94%-365.6pp |
| Employer contribution / active EE | $9,439 | $5,289+78.5% | $4,320+118.5% | $4,751+98.7% |
| Participant deferral / active EE | $9,439 | $6,710+40.7% | $5,820+62.2% | $6,710+40.7% |
| Admin fee / account holder | $1,964 | $14,007-86.0% | $10,614-81.5% | $11,403-82.8% |