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 | $111,405 | $183,519-39.3% | $155,509-28.4% | $145,922-23.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 6.68% | 61.17%-54.5pp | 64.67%-58.0pp | 561.29%-554.6pp |
| Employer contribution / active EE | $6,072 | $5,313+14.3% | $4,672+29.9% | $4,660+30.3% |
| Participant deferral / active EE | $10,796 | $6,462+67.1% | $5,626+91.9% | $6,688+61.4% |
| Admin fee / account holder | $2,332 | $19,313-87.9% | $15,912-85.3% | $13,397-82.6% |