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 6-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 | $13,135 | $94,338-86.1% | $100,534-86.9% | $142,382-90.8% |
| Participation rate | 100.0% | 81.7%+18.3pp | 80.6%+19.4pp | 80.1%+19.9pp |
| Annual return | 10.87% | 29.20%-18.3pp | 32.66%-21.8pp | 217.08%-206.2pp |
| Employer contribution / active EE | $5,675 | $4,237+33.9% | $4,346+30.6% | $4,299+32.0% |
| Participant deferral / active EE | $0 | $5,934-100.0% | $6,144-100.0% | $6,507-100.0% |
| Admin fee / account holder | $1,714 | $8,421-79.6% | $7,654-77.6% | $12,624-86.4% |