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 9-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 | $84,807 | $183,963-53.9% | $162,163-47.7% | $152,861-44.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 4.64% | 150.76%-146.1pp | 115.59%-111.0pp | 345.32%-340.7pp |
| Employer contribution / active EE | $2,763 | $6,371-56.6% | $5,614-50.8% | $4,762-42.0% |
| Participant deferral / active EE | $10,686 | $8,034+33.0% | $7,298+46.4% | $5,850+82.7% |
| Admin fee / account holder | $2,332 | $13,121-82.2% | $10,843-78.5% | $11,596-79.9% |