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 | $88,952 | $85,766+3.7% | $136,294-34.7% | $70,131+26.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 13.43% | 31.45%-18.0pp | 5155.94%-5142.5pp | 73.14%-59.7pp |
| Employer contribution / active EE | $3,039 | $2,966+2.4% | $4,695-35.3% | $2,342+29.7% |
| Participant deferral / active EE | $6,597 | $5,051+30.6% | $6,247+5.6% | $3,332+98.0% |
| Admin fee / account holder | $25,683 | $5,420+373.8% | $9,243+177.9% | $4,645+452.9% |