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 | $127,908 | $153,772-16.8% | $133,980-4.5% | $273,961-53.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 3.03% | 36.51%-33.5pp | 29.30%-26.3pp | 41.45%-38.4pp |
| Employer contribution / active EE | $10,028 | $6,029+66.3% | $5,211+92.4% | $4,869+106.0% |
| Participant deferral / active EE | $6,451 | $6,958-7.3% | $6,282+2.7% | $5,287+22.0% |
| Admin fee / account holder | $302 | $11,765-97.4% | $9,324-96.8% | $10,132-97.0% |