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 6-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 | $17,960 | $149,040-87.9% | $120,225-85.1% | $137,256-86.9% |
| Participation rate | 90.9% | 75.4%+15.5pp | 69.6%+21.3pp | 80.0%+10.9pp |
| Annual return | 7.78% | 605.68%-597.9pp | 439.23%-431.4pp | 220.34%-212.6pp |
| Employer contribution / active EE | $277 | $4,350-93.6% | $3,475-92.0% | $4,156-93.3% |
| Participant deferral / active EE | $2,313 | $4,655-50.3% | $3,999-42.1% | $6,407-63.9% |
| Admin fee / account holder | $39,939 | $6,348+529.2% | $5,696+601.1% | $12,270+225.5% |