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 | $57,225 | $89,753-36.2% | $107,525-46.8% | $84,808-32.5% |
| Participation rate | 100.0% | 68.1%+31.9pp | 75.1%+24.9pp | 68.3%+31.7pp |
| Annual return | 7.70% | 29.48%-21.8pp | 181.32%-173.6pp | 40.90%-33.2pp |
| Employer contribution / active EE | $5,613 | $3,113+80.3% | $3,754+49.5% | $2,631+113.4% |
| Participant deferral / active EE | $5,132 | $4,056+26.5% | $5,116+0.3% | $4,212+21.9% |
| Admin fee / account holder | $6,294 | $7,222-12.8% | $8,919-29.4% | $7,344-14.3% |