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 8-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 | $62,928 | $106,584-41.0% | $101,326-37.9% | $142,382-55.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 10.76% | 36.93%-26.2pp | 36.82%-26.1pp | 217.08%-206.3pp |
| Employer contribution / active EE | $13,172 | $3,956+233.0% | $3,665+259.4% | $4,299+206.4% |
| Participant deferral / active EE | $37,464 | $8,297+351.5% | $7,994+368.7% | $6,507+475.7% |
| Admin fee / account holder | $29,376 | $11,446+156.6% | $11,185+162.6% | $12,624+132.7% |