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 6-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 | $86,232 | $106,584-19.1% | $101,326-14.9% | $142,382-39.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 12.57% | 36.93%-24.4pp | 36.82%-24.3pp | 217.08%-204.5pp |
| Employer contribution / active EE | $16,300 | $3,956+312.0% | $3,665+344.7% | $4,299+279.1% |
| Participant deferral / active EE | $13,113 | $8,297+58.0% | $7,994+64.0% | $6,507+101.5% |
| Admin fee / account holder | $53,612 | $11,446+368.4% | $11,185+379.3% | $12,624+324.7% |