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 | $120,208 | $140,940-14.7% | $112,229+7.1% | $139,434-13.8% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 8.48% | 32.71%-24.2pp | 30.20%-21.7pp | 372.94%-364.5pp |
| Employer contribution / active EE | $8,827 | $4,283+106.1% | $3,430+157.3% | $4,751+85.8% |
| Participant deferral / active EE | $13,240 | $5,874+125.4% | $4,798+176.0% | $6,710+97.3% |
| Admin fee / account holder | $3,639 | $9,954-63.4% | $7,748-53.0% | $11,403-68.1% |