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 | $110,972 | $106,584+4.1% | $101,326+9.5% | $142,382-22.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 10.93% | 36.93%-26.0pp | 36.82%-25.9pp | 217.08%-206.1pp |
| Employer contribution / active EE | $3,144 | $3,956-20.5% | $3,665-14.2% | $4,299-26.9% |
| Participant deferral / active EE | $10,395 | $8,297+25.3% | $7,994+30.0% | $6,507+59.7% |
| Admin fee / account holder | $18,069 | $11,446+57.9% | $11,185+61.5% | $12,624+43.1% |