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 | $104,623 | $202,432-48.3% | $169,368-38.2% | $139,434-25.0% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 0.59% | 531.74%-531.2pp | 405.60%-405.0pp | 372.94%-372.4pp |
| Employer contribution / active EE | $15,896 | $4,692+238.8% | $4,013+296.1% | $4,751+234.6% |
| Participant deferral / active EE | $15,583 | $6,938+124.6% | $6,221+150.5% | $6,710+132.2% |
| Admin fee / account holder | $590 | $10,708-94.5% | $9,003-93.4% | $11,403-94.8% |