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 | $77,996 | $107,334-27.3% | $92,893-16.0% | $152,861-49.0% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 12.09% | 145.58%-133.5pp | 109.41%-97.3pp | 345.32%-333.2pp |
| Employer contribution / active EE | $2,795 | $4,221-33.8% | $3,653-23.5% | $4,762-41.3% |
| Participant deferral / active EE | $8,657 | $4,845+78.7% | $4,236+104.4% | $5,850+48.0% |
| Admin fee / account holder | $129,511 | $7,079+1729.4% | $5,794+2135.3% | $11,596+1016.8% |