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 | $106,978 | $106,515+0.4% | $96,683+10.6% | $139,434-23.3% |
| Participation rate | 81.8% | 77.8%+4.0pp | 74.3%+7.5pp | 80.3%+1.5pp |
| Annual return | 9.87% | 38.43%-28.6pp | 35.69%-25.8pp | 372.94%-363.1pp |
| Employer contribution / active EE | $2,135 | $4,103-48.0% | $3,737-42.9% | $4,751-55.1% |
| Participant deferral / active EE | $7,906 | $5,454+45.0% | $4,878+62.1% | $6,710+17.8% |
| Admin fee / account holder | $40,611 | $7,877+415.6% | $6,730+503.5% | $11,403+256.2% |