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 | $103,341 | $177,572-41.8% | $154,803-33.2% | $142,382-27.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 9.33% | 65.07%-55.7pp | 58.88%-49.6pp | 217.08%-207.7pp |
| Employer contribution / active EE | $2,380 | $4,810-50.5% | $4,305-44.7% | $4,299-44.6% |
| Participant deferral / active EE | $6,786 | $6,272+8.2% | $5,540+22.5% | $6,507+4.3% |
| Admin fee / account holder | $330,223 | $16,786+1867.3% | $14,329+2204.6% | $12,624+2515.9% |