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 | $47,437 | $102,966-53.9% | $90,281-47.5% | $152,861-69.0% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 1.01% | 95.16%-94.2pp | 78.10%-77.1pp | 345.32%-344.3pp |
| Employer contribution / active EE | $5,933 | $3,139+89.0% | $2,854+107.8% | $4,762+24.6% |
| Participant deferral / active EE | $17,800 | $4,281+315.7% | $3,885+358.1% | $5,850+204.3% |
| Admin fee / account holder | $4,381 | $6,171-29.0% | $5,351-18.1% | $11,596-62.2% |