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 | $104,715 | $107,334-2.4% | $92,893+12.7% | $152,861-31.5% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 1.42% | 145.58%-144.2pp | 109.41%-108.0pp | 345.32%-343.9pp |
| Employer contribution / active EE | $5,618 | $4,221+33.1% | $3,653+53.8% | $4,762+18.0% |
| Participant deferral / active EE | $4,411 | $4,845-9.0% | $4,236+4.1% | $5,850-24.6% |
| Admin fee / account holder | $715 | $7,079-89.9% | $5,794-87.7% | $11,596-93.8% |