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 | $83,844 | $137,414-39.0% | $189,513-55.8% | $85,850-2.3% |
| Participation rate | 96.3% | 84.6%+11.7pp | 87.8%+8.5pp | 69.3%+27.0pp |
| Annual return | 11.13% | 38.14%-27.0pp | 555.15%-544.0pp | 318.53%-307.4pp |
| Employer contribution / active EE | $2,597 | $4,344-40.2% | $6,162-57.8% | $2,565+1.3% |
| Participant deferral / active EE | $5,992 | $6,260-4.3% | $8,221-27.1% | $3,952+51.6% |
| Admin fee / account holder | $15,074 | $8,630+74.7% | $12,045+25.1% | $6,260+140.8% |