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 | $129,532 | $116,875+10.8% | $209,012-38.0% | $116,875+10.8% |
| Participation rate | 100.0% | 74.5%+25.5pp | 77.5%+22.5pp | 74.5%+25.5pp |
| Annual return | 3.04% | 16.29%-13.2pp | 0.31%+2.7pp | 16.29%-13.2pp |
| Employer contribution / active EE | $8,950 | $3,288+172.2% | $5,342+67.5% | $3,288+172.2% |
| Participant deferral / active EE | $0 | $3,885-100.0% | $4,752-100.0% | $3,885-100.0% |
| Admin fee / account holder | $12,221 | $12,263-0.3% | $31,136-60.7% | $12,263-0.3% |