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 | $38,060 | $30,400+25.2% | $53,898-29.4% | $84,808-55.1% |
| Participation rate | 95.8% | 46.4%+49.4pp | 55.0%+40.9pp | 68.3%+27.5pp |
| Annual return | 12.78% | 500.19%-487.4pp | 528.60%-515.8pp | 40.90%-28.1pp |
| Employer contribution / active EE | $6,597 | $603+994.6% | $932+607.8% | $2,631+150.7% |
| Participant deferral / active EE | $3,373 | $1,199+181.4% | $1,826+84.7% | $4,212-19.9% |
| Admin fee / account holder | $3,397 | $1,993+70.4% | $2,491+36.4% | $7,344-53.7% |