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 | $75,615 | $169,032-55.3% | $129,207-41.5% | $145,922-48.2% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 1.06% | 14330.11%-14329.1pp | 9417.33%-9416.3pp | 561.29%-560.2pp |
| Employer contribution / active EE | $9,551 | $5,537+72.5% | $4,153+130.0% | $4,660+105.0% |
| Participant deferral / active EE | $5,083 | $4,987+1.9% | $4,168+22.0% | $6,688-24.0% |
| Admin fee / account holder | $3,033 | $9,954-69.5% | $7,715-60.7% | $13,397-77.4% |