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 | $11,304 | $96,635-88.3% | $86,612-86.9% | $139,434-91.9% |
| Participation rate | 91.7% | 74.4%+17.3pp | 71.7%+20.0pp | 80.3%+11.3pp |
| Annual return | 9.11% | 106.41%-97.3pp | 591.07%-582.0pp | 372.94%-363.8pp |
| Employer contribution / active EE | $1,263 | $3,263-61.3% | $3,022-58.2% | $4,751-73.4% |
| Participant deferral / active EE | $2,941 | $4,836-39.2% | $4,438-33.7% | $6,710-56.2% |
| Admin fee / account holder | $1,344 | $6,408-79.0% | $5,614-76.1% | $11,403-88.2% |