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 | $92,532 | $114,381-19.1% | $107,525-13.9% | $142,382-35.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 9.17% | 242.71%-233.5pp | 181.32%-172.1pp | 217.08%-207.9pp |
| Employer contribution / active EE | $11,317 | $4,015+181.9% | $3,754+201.5% | $4,299+163.2% |
| Participant deferral / active EE | $13,874 | $5,564+149.3% | $5,116+171.2% | $6,507+113.2% |
| Admin fee / account holder | $43,753 | $9,860+343.7% | $8,919+390.6% | $12,624+246.6% |