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 | $39,824 | $214,378-81.4% | $200,582-80.1% | $142,382-72.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 2.20% | 46.41%-44.2pp | 42.33%-40.1pp | 217.08%-214.9pp |
| Employer contribution / active EE | $8,494 | $6,841+24.2% | $6,419+32.3% | $4,299+97.6% |
| Participant deferral / active EE | $9,742 | $9,865-1.2% | $9,331+4.4% | $6,507+49.7% |
| Admin fee / account holder | $32,621 | $17,692+84.4% | $16,305+100.1% | $12,624+158.4% |