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 7-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 | $105,565 | $106,515-0.9% | $96,683+9.2% | $139,434-24.3% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 10.24% | 38.43%-28.2pp | 35.69%-25.4pp | 372.94%-362.7pp |
| Employer contribution / active EE | $13,761 | $4,103+235.4% | $3,737+268.3% | $4,751+189.7% |
| Participant deferral / active EE | $15,000 | $5,454+175.0% | $4,878+207.5% | $6,710+123.5% |
| Admin fee / account holder | $1,021 | $7,877-87.0% | $6,730-84.8% | $11,403-91.0% |