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 7-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 | $61,098 | $124,281-50.8% | $109,143-44.0% | $167,490-63.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 6.74% | 26.04%-19.3pp | 25.75%-19.0pp | 478.56%-471.8pp |
| Employer contribution / active EE | $12,363 | $4,207+193.8% | $3,722+232.2% | $4,837+155.6% |
| Participant deferral / active EE | $13,000 | $5,255+147.4% | $4,653+179.4% | $6,341+105.0% |
| Admin fee / account holder | $319 | $7,970-96.0% | $6,752-95.3% | $12,309-97.4% |