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 | $81,093 | $105,931-23.4% | $81,930-1.0% | $158,922-49.0% |
| Participation rate | 82.4% | 75.6%+6.7pp | 72.0%+10.4pp | 82.0%+0.4pp |
| Annual return | 1.92% | 38.17%-36.3pp | 29.49%-27.6pp | 302.83%-300.9pp |
| Employer contribution / active EE | $2,540 | $7,800-67.4% | $4,310-41.1% | $4,761-46.7% |
| Participant deferral / active EE | $7,148 | $13,003-45.0% | $7,107+0.6% | $5,982+19.5% |
| Admin fee / account holder | $46,078 | $8,489+442.8% | $5,158+793.3% | $11,246+309.7% |