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 | $78,727 | $209,411-62.4% | $178,490-55.9% | $158,922-50.5% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 3.59% | 188.75%-185.2pp | 151.07%-147.5pp | 302.83%-299.2pp |
| Employer contribution / active EE | $12,069 | $5,706+111.5% | $5,011+140.9% | $4,761+153.5% |
| Participant deferral / active EE | $15,500 | $5,954+160.3% | $5,202+198.0% | $5,982+159.1% |
| Admin fee / account holder | $329,084 | $17,074+1827.4% | $13,984+2253.3% | $11,246+2826.3% |