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 | $34,812 | $111,535-68.8% | $105,223-66.9% | $137,256-74.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 6.19% | 237.85%-231.7pp | 180.65%-174.5pp | 220.34%-214.2pp |
| Employer contribution / active EE | $1,005 | $3,939-74.5% | $3,689-72.8% | $4,156-75.8% |
| Participant deferral / active EE | $19,848 | $5,500+260.9% | $5,072+291.3% | $6,407+209.8% |
| Admin fee / account holder | $4,149 | $9,721-57.3% | $8,859-53.2% | $12,270-66.2% |