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 | $131,227 | $177,572-26.1% | $154,803-15.2% | $142,382-7.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 7.15% | 65.07%-57.9pp | 58.88%-51.7pp | 217.08%-209.9pp |
| Employer contribution / active EE | $6,377 | $4,810+32.6% | $4,305+48.1% | $4,299+48.3% |
| Participant deferral / active EE | $6,508 | $6,272+3.8% | $5,540+17.5% | $6,5070% |
| Admin fee / account holder | $48,450 | $16,786+188.6% | $14,329+238.1% | $12,624+283.8% |