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 | $83,795 | $94,031-10.9% | $115,768-27.6% | $82,448+1.6% |
| Participation rate | 100.0% | 70.4%+29.6pp | 74.4%+25.6pp | 68.1%+31.9pp |
| Annual return | 10.42% | 20.61%-10.2pp | 100.46%-90.0pp | 41.64%-31.2pp |
| Employer contribution / active EE | $9,353 | $2,323+302.6% | $2,940+218.1% | $2,551+266.6% |
| Participant deferral / active EE | $2,639 | $3,972-33.6% | $4,917-46.3% | $4,139-36.2% |
| Admin fee / account holder | $10,269 | $10,249+0.2% | $12,439-17.4% | $7,234+42.0% |