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 7-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 | $15,504 | $109,327-85.8% | $89,391-82.7% | $158,922-90.2% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 2.09% | 345.68%-343.6pp | 245.62%-243.5pp | 302.83%-300.7pp |
| Employer contribution / active EE | $3,162 | $3,170-0.3% | $2,586+22.3% | $4,761-33.6% |
| Participant deferral / active EE | $3,342 | $4,598-27.3% | $3,890-14.1% | $5,982-44.1% |
| Admin fee / account holder | $10,025 | $6,153+62.9% | $4,881+105.4% | $11,246-10.9% |