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 | $45,748 | $175,202-73.9% | $149,673-69.4% | $139,434-67.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 5.87% | 166.71%-160.8pp | 134.42%-128.5pp | 372.94%-367.1pp |
| Employer contribution / active EE | $2,516 | $5,474-54.0% | $4,818-47.8% | $4,751-47.0% |
| Participant deferral / active EE | $10,075 | $6,519+54.6% | $5,680+77.4% | $6,710+50.1% |
| Admin fee / account holder | $2,641 | $16,150-83.6% | $13,210-80.0% | $11,403-76.8% |