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 | $44,842 | $105,126-57.3% | $94,646-52.6% | $139,434-67.8% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 10.59% | 38.03%-27.4pp | 156.71%-146.1pp | 372.94%-362.4pp |
| Employer contribution / active EE | $14,240 | $4,106+246.8% | $3,672+287.8% | $4,751+199.7% |
| Participant deferral / active EE | $8,492 | $7,599+11.8% | $7,418+14.5% | $6,710+26.6% |
| Admin fee / account holder | $1,791 | $8,984-80.1% | $7,231-75.2% | $11,403-84.3% |