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 | $80,681 | $104,664-22.9% | $85,682-5.8% | $167,490-51.8% |
| Participation rate | 95.5% | 76.4%+19.1pp | 69.9%+25.6pp | 82.1%+13.3pp |
| Annual return | 5.69% | 21.45%-15.8pp | 21.49%-15.8pp | 478.56%-472.9pp |
| Employer contribution / active EE | $2,595 | $3,337-22.2% | $2,618-0.9% | $4,837-46.4% |
| Participant deferral / active EE | $5,011 | $4,824+3.9% | $3,923+27.7% | $6,341-21.0% |
| Admin fee / account holder | $7,148 | $10,032-28.8% | $6,873+4.0% | $12,309-41.9% |