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 10-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 | $96,635 | $106,515-9.3% | $96,6830% | $139,434-30.7% |
| Participation rate | 90.9% | 77.8%+13.1pp | 74.3%+16.6pp | 80.3%+10.6pp |
| Annual return | 10.25% | 38.43%-28.2pp | 35.69%-25.4pp | 372.94%-362.7pp |
| Employer contribution / active EE | $7,752 | $4,103+88.9% | $3,737+107.5% | $4,751+63.2% |
| Participant deferral / active EE | $7,163 | $5,454+31.3% | $4,878+46.8% | $6,710+6.7% |
| Admin fee / account holder | $543 | $7,877-93.1% | $6,730-91.9% | $11,403-95.2% |