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 | $91,685 | $87,166+5.2% | $76,735+19.5% | $137,256-33.2% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.5%+30.5pp | 80.0%+20.0pp |
| Annual return | 6.41% | 26.50%-20.1pp | 29.77%-23.4pp | 220.34%-213.9pp |
| Employer contribution / active EE | $13,454 | $2,904+363.2% | $2,454+448.2% | $4,156+223.7% |
| Participant deferral / active EE | $8,610 | $4,726+82.2% | $4,088+110.6% | $6,407+34.4% |
| Admin fee / account holder | $1,938 | $8,403-76.9% | $7,189-73.1% | $12,270-84.2% |