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 5-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 | $104,883 | $111,535-6.0% | $105,223-0.3% | $137,256-23.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 10.72% | 237.85%-227.1pp | 180.65%-169.9pp | 220.34%-209.6pp |
| Employer contribution / active EE | $17,011 | $3,939+331.8% | $3,689+361.2% | $4,156+309.3% |
| Participant deferral / active EE | $12,341 | $5,500+124.4% | $5,072+143.3% | $6,407+92.6% |
| Admin fee / account holder | $64,600 | $9,721+564.5% | $8,859+629.2% | $12,270+426.5% |