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 | $102,734 | $73,515+39.7% | $62,995+63.1% | $147,584-30.4% |
| Participation rate | 77.8% | 77.9%-0.1pp | 74.8%+3.0pp | 82.8%-5.1pp |
| Annual return | 7.48% | 175.43%-168.0pp | 87.57%-80.1pp | 578.55%-571.1pp |
| Employer contribution / active EE | $2,862 | $3,320-13.8% | $2,759+3.8% | $4,876-41.3% |
| Participant deferral / active EE | $2,519 | $4,185-39.8% | $3,329-24.3% | $5,439-53.7% |
| Admin fee / account holder | $1,518 | $5,953-74.5% | $3,600-57.8% | $10,885-86.1% |