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 | $60,853 | $106,515-42.9% | $96,683-37.1% | $139,434-56.4% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 7.97% | 38.43%-30.5pp | 35.69%-27.7pp | 372.94%-365.0pp |
| Employer contribution / active EE | $3,998 | $4,103-2.5% | $3,737+7.0% | $4,751-15.8% |
| Participant deferral / active EE | $8,800 | $5,454+61.4% | $4,878+80.4% | $6,710+31.1% |
| Admin fee / account holder | $5,510 | $7,877-30.1% | $6,730-18.1% | $11,403-51.7% |