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 8-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 | $40,600 | $110,261-63.2% | $95,745-57.6% | $139,434-70.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 8.40% | 27.11%-18.7pp | 28.35%-20.0pp | 372.94%-364.5pp |
| Employer contribution / active EE | $4,123 | $3,257+26.6% | $2,835+45.5% | $4,751-13.2% |
| Participant deferral / active EE | $2,532 | $4,676-45.8% | $4,245-40.3% | $6,710-62.3% |
| Admin fee / account holder | $3,784 | $6,613-42.8% | $5,678-33.4% | $11,403-66.8% |