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 | $90,708 | $91,538-0.9% | $129,995-30.2% | $75,163+20.7% |
| Participation rate | 82.8% | 71.4%+11.3pp | 78.5%+4.3pp | 67.2%+15.6pp |
| Annual return | 12.42% | -631.11%+643.5pp | -137.18%+149.6pp | 160.62%-148.2pp |
| Employer contribution / active EE | $2,341 | $2,845-17.7% | $4,320-45.8% | $2,670-12.3% |
| Participant deferral / active EE | $5,846 | $4,341+34.7% | $5,820+0.4% | $4,125+41.7% |
| Admin fee / account holder | $598 | $6,790-91.2% | $10,614-94.4% | $5,651-89.4% |