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 | $60,807 | $77,164-21.2% | $178,014-65.8% | $80,874-24.8% |
| Participation rate | 100.0% | 65.7%+34.3pp | 77.1%+22.9pp | 67.6%+32.4pp |
| Annual return | 9.42% | 18.09%-8.7pp | 294.80%-285.4pp | 35.62%-26.2pp |
| Employer contribution / active EE | $2,356 | $2,288+3.0% | $3,950-40.3% | $2,756-14.5% |
| Participant deferral / active EE | $2,705 | $4,408-38.6% | $6,276-56.9% | $4,297-37.0% |
| Admin fee / account holder | $418 | $7,164-94.2% | $10,362-96.0% | $6,935-94.0% |