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 | $98,883 | $136,307-27.5% | $106,619-7.3% | $273,961-63.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 78.0%+22.0pp | 83.0%+17.0pp |
| Annual return | 0.93% | 11.05%-10.1pp | 9.42%-8.5pp | 41.45%-40.5pp |
| Employer contribution / active EE | $5,400 | $5,190+4.1% | $3,947+36.8% | $4,869+10.9% |
| Participant deferral / active EE | $20,400 | $4,969+310.5% | $3,930+419.1% | $5,287+285.8% |
| Admin fee / account holder | $1,110 | $8,625-87.1% | $6,418-82.7% | $10,132-89.0% |