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 | $34,957 | $106,515-67.2% | $96,683-63.8% | $139,434-74.9% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 9.89% | 38.43%-28.5pp | 35.69%-25.8pp | 372.94%-363.1pp |
| Employer contribution / active EE | $3,716 | $4,103-9.4% | $3,737-0.6% | $4,751-21.8% |
| Participant deferral / active EE | $11,356 | $5,454+108.2% | $4,878+132.8% | $6,710+69.2% |
| Admin fee / account holder | $113,923 | $7,877+1346.3% | $6,730+1592.9% | $11,403+899.1% |