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 | $37,096 | $202,432-81.7% | $169,368-78.1% | $139,434-73.4% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 2.51% | 531.74%-529.2pp | 405.60%-403.1pp | 372.94%-370.4pp |
| Employer contribution / active EE | $14,169 | $4,692+202.0% | $4,013+253.1% | $4,751+198.3% |
| Participant deferral / active EE | $11,591 | $6,938+67.1% | $6,221+86.3% | $6,710+72.7% |
| Admin fee / account holder | $3,841 | $10,708-64.1% | $9,003-57.3% | $11,403-66.3% |