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 | $30,717 | $49,173-37.5% | $121,098-74.6% | $75,163-59.1% |
| Participation rate | 96.6% | 55.4%+41.2pp | 69.5%+27.1pp | 67.2%+29.4pp |
| Annual return | 1.48% | 55.99%-54.5pp | 985.75%-984.3pp | 160.62%-159.1pp |
| Employer contribution / active EE | $1,399 | $1,546-9.5% | $4,164-66.4% | $2,670-47.6% |
| Participant deferral / active EE | $5,589 | $2,628+112.7% | $4,080+37.0% | $4,125+35.5% |
| Admin fee / account holder | $2,679 | $3,942-32.0% | $5,644-52.5% | $5,651-52.6% |