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 | $17,754 | $154,228-88.5% | $145,433-87.8% | $137,256-87.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 7.00% | 74.59%-67.6pp | 66.58%-59.6pp | 220.34%-213.3pp |
| Employer contribution / active EE | $4,147 | $4,804-13.7% | $4,554-9.0% | $4,156-0.2% |
| Participant deferral / active EE | $9,081 | $8,216+10.5% | $7,897+15.0% | $6,407+41.7% |
| Admin fee / account holder | $16,246 | $14,344+13.3% | $13,129+23.7% | $12,270+32.4% |