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 | $98,784 | $185,822-46.8% | $169,993-41.9% | $139,434-29.2% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 5.44% | 60.50%-55.1pp | 53.37%-47.9pp | 372.94%-367.5pp |
| Employer contribution / active EE | $2,692 | $7,590-64.5% | $6,785-60.3% | $4,751-43.3% |
| Participant deferral / active EE | $15,232 | $11,622+31.1% | $10,408+46.4% | $6,710+127.0% |
| Admin fee / account holder | $652 | $15,381-95.8% | $12,815-94.9% | $11,403-94.3% |