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 | $58,084 | $65,561-11.4% | $86,188-32.6% | $75,163-22.7% |
| Participation rate | 92.1% | 60.5%+31.6pp | 69.0%+23.1pp | 67.2%+24.9pp |
| Annual return | 12.49% | 46.05%-33.6pp | 1168.45%-1156.0pp | 160.62%-148.1pp |
| Employer contribution / active EE | $665 | $1,553-57.2% | $2,380-72.1% | $2,670-75.1% |
| Participant deferral / active EE | $4,139 | $3,024+36.9% | $3,985+3.9% | $4,125+0.3% |
| Admin fee / account holder | $2,771 | $5,474-49.4% | $6,852-59.6% | $5,651-51.0% |