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 | $81,498 | $175,202-53.5% | $149,673-45.5% | $139,434-41.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 3.23% | 166.71%-163.5pp | 134.42%-131.2pp | 372.94%-369.7pp |
| Employer contribution / active EE | $5,431 | $5,474-0.8% | $4,818+12.7% | $4,751+14.3% |
| Participant deferral / active EE | $10,050 | $6,519+54.2% | $5,680+76.9% | $6,710+49.8% |
| Admin fee / account holder | $761 | $16,150-95.3% | $13,210-94.2% | $11,403-93.3% |