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 | $101,769 | $106,515-4.5% | $96,683+5.3% | $139,434-27.0% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 9.64% | 38.43%-28.8pp | 35.69%-26.1pp | 372.94%-363.3pp |
| Employer contribution / active EE | $1,320 | $4,103-67.8% | $3,737-64.7% | $4,751-72.2% |
| Participant deferral / active EE | $8,914 | $5,454+63.4% | $4,878+82.7% | $6,710+32.8% |
| Admin fee / account holder | $1,253 | $7,877-84.1% | $6,730-81.4% | $11,403-89.0% |