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 | $41,120 | $116,175-64.6% | $93,606-56.1% | $152,861-73.1% |
| Participation rate | 100.0% | 78.0%+22.0pp | 75.8%+24.2pp | 82.4%+17.6pp |
| Annual return | 7.45% | 35.96%-28.5pp | 32.76%-25.3pp | 345.32%-337.9pp |
| Employer contribution / active EE | $4,920 | $3,218+52.9% | $2,718+81.0% | $4,762+3.3% |
| Participant deferral / active EE | $11,429 | $4,603+148.3% | $4,069+180.9% | $5,850+95.4% |
| Admin fee / account holder | $314 | $10,748-97.1% | $7,888-96.0% | $11,596-97.3% |