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 | $55,702 | $115,770-51.9% | $101,248-45.0% | $158,922-65.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 5.31% | 56.14%-50.8pp | 46.47%-41.2pp | 302.83%-297.5pp |
| Employer contribution / active EE | $23,329 | $4,175+458.8% | $3,660+537.5% | $4,761+390.0% |
| Participant deferral / active EE | $38,500 | $4,957+676.6% | $4,370+781.0% | $5,982+543.6% |
| Admin fee / account holder | $20,728 | $7,245+186.1% | $5,945+248.6% | $11,246+84.3% |