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 | $97,253 | $109,359-11.1% | $162,163-40.0% | $72,985+33.3% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.6%+12.4pp | 69.5%+30.5pp |
| Annual return | 7.85% | 25.46%-17.6pp | 115.59%-107.7pp | 81.00%-73.2pp |
| Employer contribution / active EE | $8,413 | $3,907+115.3% | $5,614+49.9% | $2,440+244.8% |
| Participant deferral / active EE | $8,364 | $5,481+52.6% | $7,298+14.6% | $3,607+131.8% |
| Admin fee / account holder | $915 | $7,972-88.5% | $10,843-91.6% | $5,124-82.1% |