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 | $28,740 | $72,071-60.1% | $68,368-58.0% | $137,256-79.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 6.13% | 353.14%-347.0pp | 292.57%-286.4pp | 220.34%-214.2pp |
| Employer contribution / active EE | $2,917 | $2,788+4.6% | $2,649+10.1% | $4,156-29.8% |
| Participant deferral / active EE | $2,488 | $4,410-43.6% | $4,123-39.7% | $6,407-61.2% |
| Admin fee / account holder | $64,486 | $5,336+1108.6% | $5,150+1152.2% | $12,270+425.6% |