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 | $56,888 | $105,181-45.9% | $159,436-64.3% | $85,850-33.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 7.62% | 45.07%-37.5pp | 263.57%-255.9pp | 318.53%-310.9pp |
| Employer contribution / active EE | $2,078 | $3,318-37.4% | $4,829-57.0% | $2,565-19.0% |
| Participant deferral / active EE | $7,288 | $5,945+22.6% | $7,352-0.9% | $3,952+84.4% |
| Admin fee / account holder | $2,569 | $6,933-62.9% | $10,799-76.2% | $6,260-59.0% |