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 | $31,390 | $100,852-68.9% | $90,404-65.3% | $158,922-80.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 3.85% | 1724.20%-1720.4pp | 1293.02%-1289.2pp | 302.83%-299.0pp |
| Employer contribution / active EE | $2,686 | $3,689-27.2% | $3,262-17.7% | $4,761-43.6% |
| Participant deferral / active EE | $5,522 | $4,348+27.0% | $3,963+39.3% | $5,982-7.7% |
| Admin fee / account holder | $426 | $6,501-93.5% | $5,611-92.4% | $11,246-96.2% |