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 | $155,659 | $106,584+46.0% | $101,326+53.6% | $142,382+9.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 9.65% | 36.93%-27.3pp | 36.82%-27.2pp | 217.08%-207.4pp |
| Employer contribution / active EE | $23,493 | $3,956+493.9% | $3,665+541.0% | $4,299+446.5% |
| Participant deferral / active EE | $10,357 | $8,297+24.8% | $7,994+29.6% | $6,507+59.2% |
| Admin fee / account holder | $3,717 | $11,446-67.5% | $11,185-66.8% | $12,624-70.6% |