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 | $119,888 | $124,425-3.6% | $112,040+7.0% | $137,256-12.7% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 9.12% | 24.72%-15.6pp | 24.52%-15.4pp | 220.34%-211.2pp |
| Employer contribution / active EE | $6,499 | $3,411+90.5% | $2,954+120.0% | $4,156+56.4% |
| Participant deferral / active EE | $9,381 | $5,718+64.0% | $5,098+84.0% | $6,407+46.4% |
| Admin fee / account holder | $25,714 | $15,207+69.1% | $12,098+112.5% | $12,270+109.6% |