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 | $114,381-69.6% | $107,525-67.6% | $142,382-75.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 6.19% | 242.71%-236.5pp | 181.32%-175.1pp | 217.08%-210.9pp |
| Employer contribution / active EE | $1,005 | $4,015-75.0% | $3,754-73.2% | $4,299-76.6% |
| Participant deferral / active EE | $19,848 | $5,564+256.7% | $5,116+288.0% | $6,507+205.0% |
| Admin fee / account holder | $4,149 | $9,860-57.9% | $8,919-53.5% | $12,624-67.1% |