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 | $28,634 | $96,635-70.4% | $86,612-66.9% | $139,434-79.5% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 8.84% | 106.41%-97.6pp | 591.07%-582.2pp | 372.94%-364.1pp |
| Employer contribution / active EE | $1,440 | $3,263-55.9% | $3,022-52.4% | $4,751-69.7% |
| Participant deferral / active EE | $3,650 | $4,836-24.5% | $4,438-17.7% | $6,710-45.6% |
| Admin fee / account holder | $1,101 | $6,408-82.8% | $5,614-80.4% | $11,403-90.3% |