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 | $102,454 | $110,261-7.1% | $95,745+7.0% | $139,434-26.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 1.07% | 27.11%-26.0pp | 28.35%-27.3pp | 372.94%-371.9pp |
| Employer contribution / active EE | $8,730 | $3,257+168.0% | $2,835+208.0% | $4,751+83.7% |
| Participant deferral / active EE | $867 | $4,676-81.5% | $4,245-79.6% | $6,710-87.1% |
| Admin fee / account holder | $5,410 | $6,613-18.2% | $5,678-4.7% | $11,403-52.6% |