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 3-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 | $31,114 | $106,584-70.8% | $101,326-69.3% | $142,382-78.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 10.00% | 36.93%-26.9pp | 36.82%-26.8pp | 217.08%-207.1pp |
| Employer contribution / active EE | $3,800 | $3,956-3.9% | $3,665+3.7% | $4,299-11.6% |
| Participant deferral / active EE | $8,003 | $8,297-3.5% | $7,994+0.1% | $6,507+23.0% |
| Admin fee / account holder | $682 | $11,446-94.0% | $11,185-93.9% | $12,624-94.6% |