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 | $76,974 | $154,117-50.1% | $129,995-40.8% | $139,434-44.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 5.17% | 32.48%-27.3pp | -137.18%+142.3pp | 372.94%-367.8pp |
| Employer contribution / active EE | $4,208 | $5,289-20.4% | $4,320-2.6% | $4,751-11.4% |
| Participant deferral / active EE | $13,350 | $6,710+99.0% | $5,820+129.4% | $6,710+99.0% |
| Admin fee / account holder | $6,122 | $14,007-56.3% | $10,614-42.3% | $11,403-46.3% |