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 | $63,983 | $99,877-35.9% | $84,966-24.7% | $145,922-56.2% |
| Participation rate | 90.0% | 74.1%+15.9pp | 67.5%+22.5pp | 80.3%+9.7pp |
| Annual return | 6.38% | 83.76%-77.4pp | 66.38%-60.0pp | 561.29%-554.9pp |
| Employer contribution / active EE | $7,215 | $3,231+123.3% | $2,727+164.6% | $4,660+54.8% |
| Participant deferral / active EE | $12,155 | $5,291+129.8% | $4,519+169.0% | $6,688+81.8% |
| Admin fee / account holder | $17,905 | $7,248+147.0% | $6,149+191.2% | $13,397+33.6% |