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 7-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 | $98,619 | $214,378-54.0% | $200,582-50.8% | $142,382-30.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | -1.24% | 46.41%-47.6pp | 42.33%-43.6pp | 217.08%-218.3pp |
| Employer contribution / active EE | $8,471 | $6,841+23.8% | $6,419+32.0% | $4,299+97.1% |
| Participant deferral / active EE | $18,436 | $9,865+86.9% | $9,331+97.6% | $6,507+183.3% |
| Admin fee / account holder | $16,371 | $17,692-7.5% | $16,305+0.4% | $12,624+29.7% |