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 3-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 | $29,156 | $90,348-67.7% | $75,972-61.6% | $145,922-80.0% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 4.44% | 620.88%-616.4pp | 359.55%-355.1pp | 561.29%-556.8pp |
| Employer contribution / active EE | $12,493 | $3,311+277.3% | $2,685+365.3% | $4,660+168.1% |
| Participant deferral / active EE | $4,423 | $5,162-14.3% | $4,255+3.9% | $6,688-33.9% |
| Admin fee / account holder | $695 | $8,467-91.8% | $6,467-89.3% | $13,397-94.8% |