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 | $112,724 | $45,438+148.1% | $80,004+40.9% | $59,632+89.0% |
| Participation rate | 100.0% | 63.7%+36.3pp | 73.0%+27.0pp | 68.7%+31.3pp |
| Annual return | -2.71% | 5.10%-7.8pp | 7.63%-10.3pp | 2041.28%-2044.0pp |
| Employer contribution / active EE | $2,862 | $1,236+131.6% | $2,473+15.7% | $2,203+29.9% |
| Participant deferral / active EE | $3,326 | $2,231+49.1% | $3,204+3.8% | $3,192+4.2% |
| Admin fee / account holder | $8,966 | $3,464+158.8% | $5,033+78.1% | $4,297+108.7% |