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 7-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 | $77,158 | $176,812-56.4% | $146,665-47.4% | $167,490-53.9% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 2.81% | 24.03%-21.2pp | 22.74%-19.9pp | 478.56%-475.7pp |
| Employer contribution / active EE | $34,030 | $5,160+559.5% | $4,136+722.7% | $4,837+603.5% |
| Participant deferral / active EE | $13,000 | $6,440+101.9% | $5,506+136.1% | $6,341+105.0% |
| Admin fee / account holder | $430 | $13,259-96.8% | $10,280-95.8% | $12,309-96.5% |