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 | $91,132 | $86,286+5.6% | $111,297-18.1% | $85,850+6.2% |
| Participation rate | 82.5% | 73.3%+9.2pp | 77.3%+5.2pp | 69.3%+13.2pp |
| Annual return | -2.76% | 19.99%-22.7pp | 54.65%-57.4pp | 318.53%-321.3pp |
| Employer contribution / active EE | $11,551 | $2,043+465.4% | $2,731+323.0% | $2,565+350.3% |
| Participant deferral / active EE | $0 | $3,641-100.0% | $4,487-100.0% | $3,952-100.0% |
| Admin fee / account holder | $10,502 | $8,188+28.3% | $7,964+31.9% | $6,260+67.8% |