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 | $30,461 | $83,826-63.7% | - | $147,584-79.4% |
| Participation rate | 100.0% | 69.4%+30.6pp | - | 82.8%+17.2pp |
| Annual return | 4.10% | 26.57%-22.5pp | - | 578.55%-574.4pp |
| Employer contribution / active EE | $3,346 | $3,042+10.0% | - | $4,876-31.4% |
| Participant deferral / active EE | $8,838 | $3,987+121.7% | - | $5,439+62.5% |
| Admin fee / account holder | $327 | $6,071-94.6% | - | $10,885-97.0% |