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 | $96,120 | $178,174-46.1% | $156,181-38.5% | $137,256-30.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 1.35% | 84.19%-82.8pp | 64.87%-63.5pp | 220.34%-219.0pp |
| Employer contribution / active EE | $6,819 | $4,972+37.1% | $4,294+58.8% | $4,156+64.1% |
| Participant deferral / active EE | $20,750 | $6,888+201.3% | $6,132+238.4% | $6,407+223.9% |
| Admin fee / account holder | $95,040 | $17,404+446.1% | $14,586+551.6% | $12,270+674.6% |