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 10-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 | $115,760 | $180,028-35.7% | $138,135-16.2% | $158,922-27.2% |
| Participation rate | 100.0% | 82.2%+17.8pp | 78.7%+21.3pp | 82.0%+18.0pp |
| Annual return | 4.42% | 21.68%-17.3pp | 20.51%-16.1pp | 302.83%-298.4pp |
| Employer contribution / active EE | $5,293 | $7,470-29.1% | $5,587-5.3% | $4,761+11.2% |
| Participant deferral / active EE | $0 | $7,717-100.0% | $6,431-100.0% | $5,982-100.0% |
| Admin fee / account holder | $1,756 | $17,912-90.2% | $11,856-85.2% | $11,246-84.4% |