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 | $30,148 | $54,705-44.9% | $71,209-57.7% | $84,808-64.5% |
| Participation rate | 100.0% | 64.1%+35.9pp | 73.8%+26.2pp | 68.3%+31.7pp |
| Annual return | 13.31% | 35.90%-22.6pp | 282.51%-269.2pp | 40.90%-27.6pp |
| Employer contribution / active EE | $2,379 | $2,158+10.2% | $2,721-12.6% | $2,631-9.6% |
| Participant deferral / active EE | $1,277 | $3,030-57.9% | $4,175-69.4% | $4,212-69.7% |
| Admin fee / account holder | $4,739 | $4,863-2.6% | $5,349-11.4% | $7,344-35.5% |