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 | $56,747 | $214,378-73.5% | $200,582-71.7% | $142,382-60.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 10.25% | 46.41%-36.2pp | 42.33%-32.1pp | 217.08%-206.8pp |
| Employer contribution / active EE | $6,225 | $6,841-9.0% | $6,419-3.0% | $4,299+44.8% |
| Participant deferral / active EE | $10,412 | $9,865+5.5% | $9,331+11.6% | $6,507+60.0% |
| Admin fee / account holder | $51,433 | $17,692+190.7% | $16,305+215.5% | $12,624+307.4% |