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 5-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 | $66,107 | $110,261-40.0% | $95,745-31.0% | $139,434-52.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 7.51% | 27.11%-19.6pp | 28.35%-20.8pp | 372.94%-365.4pp |
| Employer contribution / active EE | $34,442 | $3,257+957.4% | $2,835+1115.1% | $4,751+625.0% |
| Participant deferral / active EE | $16,875 | $4,676+260.9% | $4,245+297.6% | $6,710+151.5% |
| Admin fee / account holder | $335 | $6,613-94.9% | $5,678-94.1% | $11,403-97.1% |