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 | $79,396 | $91,538-13.3% | $129,995-38.9% | $75,163+5.6% |
| Participation rate | 88.0% | 71.4%+16.6pp | 78.5%+9.5pp | 67.2%+20.8pp |
| Annual return | 12.79% | -631.11%+643.9pp | -137.18%+150.0pp | 160.62%-147.8pp |
| Employer contribution / active EE | $3,341 | $2,845+17.4% | $4,320-22.7% | $2,670+25.1% |
| Participant deferral / active EE | $4,909 | $4,341+13.1% | $5,820-15.7% | $4,125+19.0% |
| Admin fee / account holder | $3,043 | $6,790-55.2% | $10,614-71.3% | $5,651-46.1% |