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 | $70,744 | $98,750-28.4% | $149,696-52.7% | $79,858-11.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 5.06% | 27.43%-22.4pp | 276.60%-271.5pp | 31.71%-26.6pp |
| Employer contribution / active EE | $7,525 | $3,216+133.9% | $4,644+62.0% | $2,471+204.5% |
| Participant deferral / active EE | $7,708 | $5,680+35.7% | $6,842+12.7% | $3,740+106.1% |
| Admin fee / account holder | $960 | $6,053-84.1% | $9,309-89.7% | $5,306-81.9% |