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 | $103,061 | $172,111-40.1% | $150,298-31.4% | $137,256-24.9% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 10.21% | 69.37%-59.2pp | 62.79%-52.6pp | 220.34%-210.1pp |
| Employer contribution / active EE | $8,661 | $4,636+86.8% | $4,154+108.5% | $4,156+108.4% |
| Participant deferral / active EE | $8,513 | $6,166+38.1% | $5,453+56.1% | $6,407+32.9% |
| Admin fee / account holder | $2,377 | $16,471-85.6% | $14,116-83.2% | $12,270-80.6% |