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 | $14,552 | $49,922-70.8% | $80,569-81.9% | $75,163-80.6% |
| Participation rate | 100.0% | 55.3%+44.7pp | 67.0%+33.0pp | 67.2%+32.8pp |
| Annual return | 13.95% | 34.69%-20.7pp | 935.43%-921.5pp | 160.62%-146.7pp |
| Employer contribution / active EE | $4,300 | $1,698+153.2% | $2,723+57.9% | $2,670+61.1% |
| Participant deferral / active EE | $2,118 | $2,990-29.2% | $4,447-52.4% | $4,125-48.6% |
| Admin fee / account holder | $2,371 | $3,577-33.7% | $5,377-55.9% | $5,651-58.0% |