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 | $86,788 | $91,538-5.2% | $129,995-33.2% | $75,163+15.5% |
| Participation rate | 80.6% | 71.4%+9.1pp | 78.5%+2.1pp | 67.2%+13.4pp |
| Annual return | 11.55% | -631.11%+642.7pp | -137.18%+148.7pp | 160.62%-149.1pp |
| Employer contribution / active EE | $1,421 | $2,845-50.0% | $4,320-67.1% | $2,670-46.8% |
| Participant deferral / active EE | $2,843 | $4,341-34.5% | $5,820-51.2% | $4,125-31.1% |
| Admin fee / account holder | $17,505 | $6,790+157.8% | $10,614+64.9% | $5,651+209.8% |