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 | $75,821 | $185,822-59.2% | $169,993-55.4% | $139,434-45.6% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 1.12% | 60.50%-59.4pp | 53.37%-52.3pp | 372.94%-371.8pp |
| Employer contribution / active EE | $8,551 | $7,590+12.7% | $6,785+26.0% | $4,751+80.0% |
| Participant deferral / active EE | $0 | $11,622-100.0% | $10,408-100.0% | $6,710-100.0% |
| Admin fee / account holder | $913 | $15,381-94.1% | $12,815-92.9% | $11,403-92.0% |