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 | $102,338 | $228,332-55.2% | $185,823-44.9% | $158,922-35.6% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | -0.93% | 40.80%-41.7pp | 35.95%-36.9pp | 302.83%-303.8pp |
| Employer contribution / active EE | $33,238 | $4,967+569.2% | $4,087+713.2% | $4,761+598.1% |
| Participant deferral / active EE | $20,875 | $6,415+225.4% | $5,632+270.7% | $5,982+249.0% |
| Admin fee / account holder | $110,775 | $11,864+833.7% | $9,500+1066.0% | $11,246+885.0% |