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 | $74,227 | $172,111-56.9% | $150,298-50.6% | $137,256-45.9% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 9.11% | 69.37%-60.3pp | 62.79%-53.7pp | 220.34%-211.2pp |
| Employer contribution / active EE | $10,162 | $4,636+119.2% | $4,154+144.6% | $4,156+144.5% |
| Participant deferral / active EE | $5,943 | $6,166-3.6% | $5,453+9.0% | $6,407-7.2% |
| Admin fee / account holder | $1,004 | $16,471-93.9% | $14,116-92.9% | $12,270-91.8% |