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 | $79,795 | $99,652-19.9% | $78,778+1.3% | $147,584-45.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 5.24% | 47.28%-42.0pp | 35.62%-30.4pp | 578.55%-573.3pp |
| Employer contribution / active EE | $2,797 | $2,7960% | $1,986+40.9% | $4,876-42.6% |
| Participant deferral / active EE | $5,383 | $3,664+46.9% | $2,958+82.0% | $5,439-1.0% |
| Admin fee / account holder | $1,137 | $7,155-84.1% | $5,134-77.9% | $10,885-89.6% |