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 | $125,953 | $177,572-29.1% | $154,803-18.6% | $142,382-11.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 11.08% | 65.07%-54.0pp | 58.88%-47.8pp | 217.08%-206.0pp |
| Employer contribution / active EE | $11,480 | $4,810+138.6% | $4,305+166.6% | $4,299+167.0% |
| Participant deferral / active EE | $8,369 | $6,272+33.4% | $5,540+51.0% | $6,507+28.6% |
| Admin fee / account holder | $2,060 | $16,786-87.7% | $14,329-85.6% | $12,624-83.7% |