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 | $92,670 | $107,334-13.7% | $92,893-0.2% | $152,861-39.4% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 2.53% | 145.58%-143.1pp | 109.41%-106.9pp | 345.32%-342.8pp |
| Employer contribution / active EE | $4,938 | $4,221+17.0% | $3,653+35.2% | $4,762+3.7% |
| Participant deferral / active EE | $3,188 | $4,845-34.2% | $4,236-24.7% | $5,850-45.5% |
| Admin fee / account holder | $413 | $7,079-94.2% | $5,794-92.9% | $11,596-96.4% |