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 | $108,752 | $106,515+2.1% | $96,683+12.5% | $139,434-22.0% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 10.42% | 38.43%-28.0pp | 35.69%-25.3pp | 372.94%-362.5pp |
| Employer contribution / active EE | $7,762 | $4,103+89.2% | $3,737+107.7% | $4,751+63.4% |
| Participant deferral / active EE | $4,829 | $5,454-11.5% | $4,878-1.0% | $6,710-28.0% |
| Admin fee / account holder | $115,590 | $7,877+1367.5% | $6,730+1617.7% | $11,403+913.7% |