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 6-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 | $118,481 | $210,698-43.8% | $178,014-33.4% | $145,959-18.8% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 6.21% | 386.27%-380.1pp | 294.80%-288.6pp | 561.95%-555.7pp |
| Employer contribution / active EE | $985 | $4,567-78.4% | $3,950-75.1% | $4,661-78.9% |
| Participant deferral / active EE | $23,000 | $6,958+230.5% | $6,276+266.5% | $6,689+243.9% |
| Admin fee / account holder | $627 | $12,016-94.8% | $10,362-94.0% | $13,398-95.3% |