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 | $47,424 | $74,888-36.7% | $71,209-33.4% | $142,382-66.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 8.06% | 345.14%-337.1pp | 282.51%-274.4pp | 217.08%-209.0pp |
| Employer contribution / active EE | $8,333 | $2,854+192.0% | $2,721+206.3% | $4,299+93.8% |
| Participant deferral / active EE | $4,102 | $4,454-7.9% | $4,175-1.8% | $6,507-37.0% |
| Admin fee / account holder | $3,891 | $5,568-30.1% | $5,349-27.3% | $12,624-69.2% |