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 | $82,614 | $91,552-9.8% | $133,956-38.3% | $79,858+3.5% |
| Participation rate | 91.2% | 73.3%+17.8pp | 79.8%+11.3pp | 69.6%+21.5pp |
| Annual return | -0.12% | 61.85%-62.0pp | 45.09%-45.2pp | 31.71%-31.8pp |
| Employer contribution / active EE | $2,221 | $2,384-6.8% | $3,919-43.3% | $2,471-10.1% |
| Participant deferral / active EE | $5,710 | $3,733+52.9% | $5,048+13.1% | $3,740+52.7% |
| Admin fee / account holder | $13,546 | $6,321+114.3% | $8,927+51.7% | $5,306+155.3% |