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 | $54,417 | $81,208-33.0% | $98,907-45.0% | $79,858-31.9% |
| Participation rate | 100.0% | 72.5%+27.5pp | 76.0%+24.0pp | 69.6%+30.4pp |
| Annual return | 9.24% | 60.99%-51.8pp | 196.43%-187.2pp | 31.71%-22.5pp |
| Employer contribution / active EE | $2,247 | $1,960+14.7% | $2,689-16.4% | $2,471-9.1% |
| Participant deferral / active EE | $4,512 | $3,265+38.2% | $4,244+6.3% | $3,740+20.6% |
| Admin fee / account holder | $2,865 | $6,013-52.3% | $6,642-56.9% | $5,306-46.0% |