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 | $82,396 | $114,237-27.9% | $119,258-30.9% | $167,490-50.8% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.7%+17.3pp | 82.1%+17.9pp |
| Annual return | 4.54% | 29.87%-25.3pp | 30.69%-26.2pp | 478.56%-474.0pp |
| Employer contribution / active EE | $7,581 | $4,481+69.2% | $4,384+72.9% | $4,837+56.7% |
| Participant deferral / active EE | $0 | $6,084-100.0% | $6,111-100.0% | $6,341-100.0% |
| Admin fee / account holder | $1,124 | $8,932-87.4% | $7,226-84.4% | $12,309-90.9% |