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 | $69,653 | $117,841-40.9% | $102,423-32.0% | $145,922-52.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 7.88% | 31.65%-23.8pp | 29.32%-21.4pp | 561.29%-553.4pp |
| Employer contribution / active EE | $7,181 | $3,615+98.7% | $3,023+137.5% | $4,660+54.1% |
| Participant deferral / active EE | $28,175 | $5,731+391.6% | $5,053+457.6% | $6,688+321.3% |
| Admin fee / account holder | $35,605 | $13,326+167.2% | $9,451+276.7% | $13,397+165.8% |