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 | $114,926 | $127,065-9.6% | $113,168+1.6% | $142,382-19.3% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | -0.95% | 24.03%-25.0pp | 24.27%-25.2pp | 217.08%-218.0pp |
| Employer contribution / active EE | $10,711 | $3,442+211.2% | $2,975+260.0% | $4,299+149.1% |
| Participant deferral / active EE | $27,361 | $5,716+378.7% | $5,107+435.8% | $6,507+320.5% |
| Admin fee / account holder | $35,541 | $15,736+125.9% | $12,068+194.5% | $12,624+181.5% |