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 | $116,919 | $185,822-37.1% | $169,993-31.2% | $139,434-16.1% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 2.55% | 60.50%-58.0pp | 53.37%-50.8pp | 372.94%-370.4pp |
| Employer contribution / active EE | $20,218 | $7,590+166.4% | $6,785+198.0% | $4,751+325.6% |
| Participant deferral / active EE | $24,000 | $11,622+106.5% | $10,408+130.6% | $6,710+257.7% |
| Admin fee / account holder | $234,514 | $15,381+1424.7% | $12,815+1730.0% | $11,403+1956.7% |