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 | $64,096 | $227,553-71.8% | $189,557-66.2% | $167,490-61.7% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 2.93% | 78.40%-75.5pp | 64.17%-61.2pp | 478.56%-475.6pp |
| Employer contribution / active EE | $7,441 | $5,316+40.0% | $4,412+68.6% | $4,837+53.8% |
| Participant deferral / active EE | $14,934 | $7,002+113.3% | $6,174+141.9% | $6,341+135.5% |
| Admin fee / account holder | $585 | $11,878-95.1% | $9,807-94.0% | $12,309-95.2% |