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 6-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 | $87,950 | $177,572-50.5% | $154,803-43.2% | $142,382-38.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 10.49% | 65.07%-54.6pp | 58.88%-48.4pp | 217.08%-206.6pp |
| Employer contribution / active EE | $10,052 | $4,810+109.0% | $4,305+133.5% | $4,299+133.8% |
| Participant deferral / active EE | $4,327 | $6,272-31.0% | $5,540-21.9% | $6,507-33.5% |
| Admin fee / account holder | $930 | $16,786-94.5% | $14,329-93.5% | $12,624-92.6% |