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 | $81,034 | $214,378-62.2% | $200,582-59.6% | $142,382-43.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 5.58% | 46.41%-40.8pp | 42.33%-36.8pp | 217.08%-211.5pp |
| Employer contribution / active EE | $6,404 | $6,841-6.4% | $6,419-0.2% | $4,299+49.0% |
| Participant deferral / active EE | $12,506 | $9,865+26.8% | $9,331+34.0% | $6,507+92.2% |
| Admin fee / account holder | $130,000 | $17,692+634.8% | $16,305+697.3% | $12,624+929.8% |