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 9-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 | $46,641 | $124,281-62.5% | $109,143-57.3% | $167,490-72.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 9.26% | 26.04%-16.8pp | 25.75%-16.5pp | 478.56%-469.3pp |
| Employer contribution / active EE | $4,207 | $4,2070% | $3,722+13.0% | $4,837-13.0% |
| Participant deferral / active EE | $7,692 | $5,255+46.4% | $4,653+65.3% | $6,341+21.3% |
| Admin fee / account holder | $9,652 | $7,970+21.1% | $6,752+43.0% | $12,309-21.6% |