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 | $172,111-26.8% | $150,298-16.2% | $137,256-8.2% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 11.08% | 69.37%-58.3pp | 62.79%-51.7pp | 220.34%-209.3pp |
| Employer contribution / active EE | $11,480 | $4,636+147.6% | $4,154+176.3% | $4,156+176.2% |
| Participant deferral / active EE | $8,369 | $6,166+35.7% | $5,453+53.5% | $6,407+30.6% |
| Admin fee / account holder | $2,060 | $16,471-87.5% | $14,116-85.4% | $12,270-83.2% |