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 | $69,989 | $81,446-14.1% | $103,374-32.3% | $80,874-13.5% |
| Participation rate | 100.0% | 66.9%+33.1pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 7.64% | 25.57%-17.9pp | 24.89%-17.2pp | 35.62%-28.0pp |
| Employer contribution / active EE | $6,786 | $3,107+118.4% | $3,869+75.4% | $2,756+146.3% |
| Participant deferral / active EE | $5,679 | $3,870+46.7% | $5,058+12.3% | $4,297+32.2% |
| Admin fee / account holder | $1,754 | $6,715-73.9% | $8,394-79.1% | $6,935-74.7% |