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 | $52,595 | $198,466-73.5% | $170,442-69.1% | $147,584-64.4% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 4.72% | 257.29%-252.6pp | 205.93%-201.2pp | 578.55%-573.8pp |
| Employer contribution / active EE | $5,833 | $6,184-5.7% | $5,433+7.4% | $4,876+19.6% |
| Participant deferral / active EE | $12,792 | $5,629+127.2% | $4,939+159.0% | $5,439+135.2% |
| Admin fee / account holder | $800 | $16,852-95.3% | $13,880-94.2% | $10,885-92.6% |