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 | $22,373 | $172,111-87.0% | $150,298-85.1% | $137,256-83.7% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 10.71% | 69.37%-58.7pp | 62.79%-52.1pp | 220.34%-209.6pp |
| Employer contribution / active EE | $1,721 | $4,636-62.9% | $4,154-58.6% | $4,156-58.6% |
| Participant deferral / active EE | $2,600 | $6,166-57.8% | $5,453-52.3% | $6,407-59.4% |
| Admin fee / account holder | $5,933 | $16,471-64.0% | $14,116-58.0% | $12,270-51.6% |