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 | $72,282 | $175,202-58.7% | $149,673-51.7% | $139,434-48.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 8.43% | 166.71%-158.3pp | 134.42%-126.0pp | 372.94%-364.5pp |
| Employer contribution / active EE | $11,606 | $5,474+112.0% | $4,818+140.9% | $4,751+144.3% |
| Participant deferral / active EE | $10,687 | $6,519+63.9% | $5,680+88.2% | $6,710+59.3% |
| Admin fee / account holder | $746 | $16,150-95.4% | $13,210-94.4% | $11,403-93.5% |