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 7-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 | $47,809 | $110,257-56.6% | $96,544-50.5% | $139,434-65.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 5.62% | 26.32%-20.7pp | 25.84%-20.2pp | 372.94%-367.3pp |
| Employer contribution / active EE | $2,594 | $3,620-28.3% | $2,965-12.5% | $4,751-45.4% |
| Participant deferral / active EE | $6,465 | $5,548+16.5% | $4,851+33.3% | $6,710-3.7% |
| Admin fee / account holder | $1,463 | $11,591-87.4% | $8,252-82.3% | $11,403-87.2% |