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 5-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 | $20,757 | $106,515-80.5% | $96,683-78.5% | $139,434-85.1% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 10.42% | 38.43%-28.0pp | 35.69%-25.3pp | 372.94%-362.5pp |
| Employer contribution / active EE | $7,898 | $4,103+92.5% | $3,737+111.4% | $4,751+66.2% |
| Participant deferral / active EE | $5,619 | $5,454+3.0% | $4,878+15.2% | $6,710-16.3% |
| Admin fee / account holder | $1,804 | $7,877-77.1% | $6,730-73.2% | $11,403-84.2% |