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 | $96,564 | $217,402-55.6% | $185,823-48.0% | $167,490-42.3% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 6.86% | 148.36%-141.5pp | 122.05%-115.2pp | 478.56%-471.7pp |
| Employer contribution / active EE | $10,364 | $5,873+76.5% | $5,167+100.6% | $4,837+114.2% |
| Participant deferral / active EE | $9,727 | $6,356+53.0% | $5,568+74.7% | $6,341+53.4% |
| Admin fee / account holder | $3,523 | $19,811-82.2% | $16,237-78.3% | $12,309-71.4% |