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 | $116,315 | $107,334+8.4% | $92,893+25.2% | $152,861-23.9% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 2.11% | 145.58%-143.5pp | 109.41%-107.3pp | 345.32%-343.2pp |
| Employer contribution / active EE | $4,640 | $4,221+9.9% | $3,653+27.0% | $4,762-2.6% |
| Participant deferral / active EE | $12,232 | $4,845+152.5% | $4,236+188.8% | $5,850+109.1% |
| Admin fee / account holder | $5,468 | $7,079-22.8% | $5,794-5.6% | $11,596-52.8% |