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 9-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 | $92,869 | $118,450-21.6% | $98,439-5.7% | $139,434-33.4% |
| Participation rate | 100.0% | 77.4%+22.6pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 2.90% | 18.94%-16.0pp | 21.16%-18.3pp | 372.94%-370.0pp |
| Employer contribution / active EE | $12,802 | $3,609+254.7% | $3,048+320.0% | $4,751+169.5% |
| Participant deferral / active EE | $5,474 | $5,392+1.5% | $4,738+15.5% | $6,710-18.4% |
| Admin fee / account holder | $3,713 | $14,026-73.5% | $8,948-58.5% | $11,403-67.4% |