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 | $78,711 | $102,317-23.1% | $146,958-46.4% | $80,856-2.7% |
| Participation rate | 89.2% | 75.8%+13.4pp | 82.2%+7.0pp | 67.6%+21.6pp |
| Annual return | 11.68% | 134.76%-123.1pp | 418.34%-406.7pp | 35.59%-23.9pp |
| Employer contribution / active EE | $4,288 | $3,713+15.5% | $4,933-13.1% | $2,755+55.7% |
| Participant deferral / active EE | $7,169 | $6,644+7.9% | $8,070-11.2% | $4,296+66.9% |
| Admin fee / account holder | $2,969 | $7,941-62.6% | $12,998-77.2% | $6,918-57.1% |