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 | $52,212 | $24,730+111.1% | $66,042-20.9% | $84,808-38.4% |
| Participation rate | 100.0% | 68.1%+31.9pp | 67.5%+32.5pp | 68.3%+31.7pp |
| Annual return | 13.43% | 79.55%-66.1pp | 52.11%-38.7pp | 40.90%-27.5pp |
| Employer contribution / active EE | $4,335 | $857+406.0% | $1,579+174.5% | $2,631+64.8% |
| Participant deferral / active EE | $7,743 | $1,737+345.8% | $2,835+173.1% | $4,212+83.8% |
| Admin fee / account holder | $5,949 | $3,014+97.4% | $5,747+3.5% | $7,344-19.0% |