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 9-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 | $129,620 | $185,822-30.2% | $169,993-23.7% | $139,434-7.0% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 7.17% | 60.50%-53.3pp | 53.37%-46.2pp | 372.94%-365.8pp |
| Employer contribution / active EE | $20,533 | $7,590+170.5% | $6,785+202.6% | $4,751+332.2% |
| Participant deferral / active EE | $15,145 | $11,622+30.3% | $10,408+45.5% | $6,710+125.7% |
| Admin fee / account holder | $1,496 | $15,381-90.3% | $12,815-88.3% | $11,403-86.9% |