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 | $71,985 | $102,317-29.6% | $146,958-51.0% | $80,856-11.0% |
| Participation rate | 70.4% | 75.8%-5.5pp | 82.2%-11.8pp | 67.6%+2.7pp |
| Annual return | 10.71% | 134.76%-124.1pp | 418.34%-407.6pp | 35.59%-24.9pp |
| Employer contribution / active EE | $2,736 | $3,713-26.3% | $4,933-44.5% | $2,755-0.7% |
| Participant deferral / active EE | $7,077 | $6,644+6.5% | $8,070-12.3% | $4,296+64.8% |
| Admin fee / account holder | $1,795 | $7,941-77.4% | $12,998-86.2% | $6,918-74.1% |