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 | $60,982 | $105,859-42.4% | $90,160-32.4% | $147,584-58.7% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 9.05% | 37.63%-28.6pp | 34.88%-25.8pp | 578.55%-569.5pp |
| Employer contribution / active EE | $12,591 | $4,126+205.2% | $3,318+279.5% | $4,876+158.2% |
| Participant deferral / active EE | $17,260 | $5,733+201.0% | $5,288+226.4% | $5,439+217.4% |
| Admin fee / account holder | $38,067 | $8,046+373.1% | $5,943+540.5% | $10,885+249.7% |