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 | $135,962 | $135,9520% | $123,892+9.7% | $273,961-50.4% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 1.79% | 56.63%-54.8pp | 47.52%-45.7pp | 41.45%-39.7pp |
| Employer contribution / active EE | $15,370 | $5,170+197.3% | $4,617+232.9% | $4,869+215.7% |
| Participant deferral / active EE | $7,052 | $6,343+11.2% | $5,984+17.8% | $5,287+33.4% |
| Admin fee / account holder | $835 | $9,817-91.5% | $8,357-90.0% | $10,132-91.8% |