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 | $41,781 | $154,365-72.9% | $130,231-67.9% | $139,434-70.0% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.3%+23.7pp | 80.3%+19.7pp |
| Annual return | 4.32% | 30.34%-26.0pp | 38.77%-34.4pp | 372.94%-368.6pp |
| Employer contribution / active EE | $4,346 | $5,170-15.9% | $4,126+5.3% | $4,751-8.5% |
| Participant deferral / active EE | $9,098 | $8,498+7.1% | $6,799+33.8% | $6,710+35.6% |
| Admin fee / account holder | $27,801 | $9,214+201.7% | $6,020+361.8% | $11,403+143.8% |