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 | $89,744 | $91,538-2.0% | $129,995-31.0% | $75,163+19.4% |
| Participation rate | 81.8% | 71.4%+10.4pp | 78.5%+3.3pp | 67.2%+14.6pp |
| Annual return | 6.70% | -631.11%+637.8pp | -137.18%+143.9pp | 160.62%-153.9pp |
| Employer contribution / active EE | $2,111 | $2,845-25.8% | $4,320-51.1% | $2,670-20.9% |
| Participant deferral / active EE | $4,304 | $4,341-0.9% | $5,820-26.1% | $4,125+4.3% |
| Admin fee / account holder | $19,855 | $6,790+192.4% | $10,614+87.1% | $5,651+251.4% |