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 | $116,682 | $106,515+9.5% | $96,683+20.7% | $139,434-16.3% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 4.19% | 38.43%-34.2pp | 35.69%-31.5pp | 372.94%-368.7pp |
| Employer contribution / active EE | $11,594 | $4,103+182.6% | $3,737+210.3% | $4,751+144.0% |
| Participant deferral / active EE | $1,720 | $5,454-68.5% | $4,878-64.7% | $6,710-74.4% |
| Admin fee / account holder | $283,749 | $7,877+3502.3% | $6,730+4116.5% | $11,403+2388.5% |