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 8-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 | $84,450 | $148,534-43.1% | $135,903-37.9% | $139,434-39.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 9.77% | 79.19%-69.4pp | 68.23%-58.5pp | 372.94%-363.2pp |
| Employer contribution / active EE | $12,900 | $5,243+146.0% | $4,856+165.6% | $4,751+171.5% |
| Participant deferral / active EE | $49,460 | $8,100+510.6% | $7,758+537.6% | $6,710+637.1% |
| Admin fee / account holder | $75,546 | $12,400+509.3% | $10,762+602.0% | $11,403+562.5% |