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 | $23,616 | $111,814-78.9% | $103,374-77.2% | $145,959-83.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 7.48% | 24.77%-17.3pp | 24.89%-17.4pp | 561.95%-554.5pp |
| Employer contribution / active EE | $2,473 | $4,214-41.3% | $3,869-36.1% | $4,661-47.0% |
| Participant deferral / active EE | $5,247 | $5,618-6.6% | $5,058+3.7% | $6,689-21.6% |
| Admin fee / account holder | $7,370 | $9,754-24.4% | $8,394-12.2% | $13,398-45.0% |