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 3-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 | $30,740 | $175,202-82.5% | $149,673-79.5% | $139,434-78.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 4.70% | 166.71%-162.0pp | 134.42%-129.7pp | 372.94%-368.2pp |
| Employer contribution / active EE | $1,600 | $5,474-70.8% | $4,818-66.8% | $4,751-66.3% |
| Participant deferral / active EE | $34,000 | $6,519+421.6% | $5,680+498.6% | $6,710+406.7% |
| Admin fee / account holder | $30,071 | $16,150+86.2% | $13,210+127.6% | $11,403+163.7% |