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 | $86,813 | $175,202-50.4% | $149,673-42.0% | $139,434-37.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 3.48% | 166.71%-163.2pp | 134.42%-130.9pp | 372.94%-369.5pp |
| Employer contribution / active EE | $15,919 | $5,474+190.8% | $4,818+230.4% | $4,751+235.1% |
| Participant deferral / active EE | $15,000 | $6,519+130.1% | $5,680+164.1% | $6,710+123.5% |
| Admin fee / account holder | $2,601 | $16,150-83.9% | $13,210-80.3% | $11,403-77.2% |