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 | $100,970-37.7% | $96,576-34.8% | $137,256-54.2% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 10.76% | 38.16%-27.4pp | 38.47%-27.7pp | 220.34%-209.6pp |
| Employer contribution / active EE | $13,172 | $3,809+245.8% | $3,553+270.7% | $4,156+216.9% |
| Participant deferral / active EE | $37,464 | $8,286+352.1% | $7,956+370.9% | $6,407+484.8% |
| Admin fee / account holder | $29,376 | $11,312+159.7% | $11,381+158.1% | $12,270+139.4% |