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 | $29,425 | $209,336-85.9% | $197,124-85.1% | $137,256-78.6% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 3.31% | 48.09%-44.8pp | 44.34%-41.0pp | 220.34%-217.0pp |
| Employer contribution / active EE | $24,345 | $6,591+269.4% | $6,227+290.9% | $4,156+485.8% |
| Participant deferral / active EE | $17,229 | $9,614+79.2% | $9,135+88.6% | $6,407+168.9% |
| Admin fee / account holder | $55,008 | $17,308+217.8% | $16,298+237.5% | $12,270+348.3% |