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 5-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 | $43,743 | $99,877-56.2% | $84,966-48.5% | $145,922-70.0% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 2.80% | 83.76%-81.0pp | 66.38%-63.6pp | 561.29%-558.5pp |
| Employer contribution / active EE | $4,758 | $3,231+47.2% | $2,727+74.5% | $4,660+2.1% |
| Participant deferral / active EE | $11,082 | $5,291+109.5% | $4,519+145.2% | $6,688+65.7% |
| Admin fee / account holder | $28,196 | $7,248+289.0% | $6,149+358.6% | $13,397+110.5% |