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 9-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 | $38,062 | $148,534-74.4% | $135,903-72.0% | $139,434-72.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 7.60% | 79.19%-71.6pp | 68.23%-60.6pp | 372.94%-365.3pp |
| Employer contribution / active EE | $69,312 | $5,243+1222.0% | $4,856+1327.3% | $4,751+1359.0% |
| Participant deferral / active EE | $79,460 | $8,100+881.0% | $7,758+924.3% | $6,710+1084.2% |
| Admin fee / account holder | $238,017 | $12,400+1819.5% | $10,762+2111.6% | $11,403+1987.4% |