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 | $124,883 | $94,752+31.8% | $112,887+10.6% | $139,434-10.4% |
| Participation rate | 100.0% | 81.3%+18.7pp | 80.5%+19.5pp | 80.3%+19.7pp |
| Annual return | 11.00% | 40.88%-29.9pp | 34.10%-23.1pp | 372.94%-361.9pp |
| Employer contribution / active EE | $21,964 | $4,625+374.9% | $4,563+381.3% | $4,751+362.3% |
| Participant deferral / active EE | $22,144 | $6,512+240.0% | $6,513+240.0% | $6,710+230.0% |
| Admin fee / account holder | $39,382 | $8,527+361.8% | $7,047+458.8% | $11,403+245.4% |