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 8-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 | $36,841 | $91,190-59.6% | $178,490-79.4% | $79,858-53.9% |
| Participation rate | 89.2% | 69.2%+20.0pp | 81.9%+7.2pp | 69.6%+19.5pp |
| Annual return | 6.74% | 24.19%-17.5pp | 151.07%-144.3pp | 31.71%-25.0pp |
| Employer contribution / active EE | $9,335 | $3,256+186.7% | $5,011+86.3% | $2,471+277.8% |
| Participant deferral / active EE | $0 | $3,236-100.0% | $5,202-100.0% | $3,740-100.0% |
| Admin fee / account holder | $5,758 | $6,751-14.7% | $13,984-58.8% | $5,306+8.5% |