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 | $67,773 | $95,266-28.9% | $82,389-17.7% | $142,382-52.4% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 7.09% | 25.74%-18.6pp | 28.67%-21.6pp | 217.08%-210.0pp |
| Employer contribution / active EE | $3,274 | $2,991+9.4% | $2,517+30.1% | $4,299-23.9% |
| Participant deferral / active EE | $8,148 | $4,809+69.4% | $4,155+96.1% | $6,507+25.2% |
| Admin fee / account holder | $223,758 | $8,563+2512.9% | $7,231+2994.6% | $12,624+1672.5% |