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 10-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 | $53,706 | $65,041-17.4% | $90,951-41.0% | $79,858-32.7% |
| Participation rate | 91.5% | 61.6%+29.9pp | 69.0%+22.5pp | 69.6%+21.9pp |
| Annual return | 3.90% | 30.45%-26.6pp | 134.60%-130.7pp | 31.71%-27.8pp |
| Employer contribution / active EE | $6,383 | $1,247+411.8% | $2,122+200.8% | $2,471+158.3% |
| Participant deferral / active EE | $0 | $2,512-100.0% | $3,373-100.0% | $3,740-100.0% |
| Admin fee / account holder | $313 | $4,536-93.1% | $5,959-94.8% | $5,306-94.1% |