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 | $68,044 | $97,125-29.9% | $86,233-21.1% | $137,256-50.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 9.79% | 74.19%-64.4pp | 61.39%-51.6pp | 220.34%-210.6pp |
| Employer contribution / active EE | $1,419 | $2,841-50.1% | $2,504-43.3% | $4,156-65.9% |
| Participant deferral / active EE | $1,774 | $5,180-65.8% | $4,559-61.1% | $6,407-72.3% |
| Admin fee / account holder | $1,112 | $9,725-88.6% | $8,342-86.7% | $12,270-90.9% |