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 | $81,021 | $91,190-11.2% | $178,490-54.6% | $79,858+1.5% |
| Participation rate | 83.3% | 69.2%+14.1pp | 81.9%+1.4pp | 69.6%+13.7pp |
| Annual return | 1.32% | 24.19%-22.9pp | 151.07%-149.7pp | 31.71%-30.4pp |
| Employer contribution / active EE | $3,316 | $3,256+1.9% | $5,011-33.8% | $2,471+34.2% |
| Participant deferral / active EE | $5,186 | $3,236+60.3% | $5,202-0.3% | $3,740+38.7% |
| Admin fee / account holder | $18,032 | $6,751+167.1% | $13,984+29.0% | $5,306+239.8% |