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 10-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 | $99,649 | $172,111-42.1% | $150,298-33.7% | $137,256-27.4% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 8.94% | 69.37%-60.4pp | 62.79%-53.9pp | 220.34%-211.4pp |
| Employer contribution / active EE | $10,990 | $4,636+137.0% | $4,154+164.6% | $4,156+164.4% |
| Participant deferral / active EE | $13,550 | $6,166+119.8% | $5,453+148.5% | $6,407+111.5% |
| Admin fee / account holder | $18,474 | $16,471+12.2% | $14,116+30.9% | $12,270+50.6% |