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 | $38,080 | $140,940-73.0% | $112,229-66.1% | $139,434-72.7% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 7.38% | 32.71%-25.3pp | 30.20%-22.8pp | 372.94%-365.6pp |
| Employer contribution / active EE | $4,090 | $4,283-4.5% | $3,430+19.2% | $4,751-13.9% |
| Participant deferral / active EE | $1,820 | $5,874-69.0% | $4,798-62.1% | $6,710-72.9% |
| Admin fee / account holder | $315 | $9,954-96.8% | $7,748-95.9% | $11,403-97.2% |