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 4-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 | $66,494 | $172,111-61.4% | $150,298-55.8% | $137,256-51.6% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 8.40% | 69.37%-61.0pp | 62.79%-54.4pp | 220.34%-211.9pp |
| Employer contribution / active EE | $2,611 | $4,636-43.7% | $4,154-37.1% | $4,156-37.2% |
| Participant deferral / active EE | $15,667 | $6,166+154.1% | $5,453+187.3% | $6,407+144.5% |
| Admin fee / account holder | $448 | $16,471-97.3% | $14,116-96.8% | $12,270-96.3% |