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 8-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 | $11,853 | $106,584-88.9% | $101,326-88.3% | $142,382-91.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 11.10% | 36.93%-25.8pp | 36.82%-25.7pp | 217.08%-206.0pp |
| Employer contribution / active EE | $3,410 | $3,956-13.8% | $3,665-7.0% | $4,299-20.7% |
| Participant deferral / active EE | $4,034 | $8,297-51.4% | $7,994-49.5% | $6,507-38.0% |
| Admin fee / account holder | $8,282 | $11,446-27.6% | $11,185-26.0% | $12,624-34.4% |