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 | $88,717 | $98,750-10.2% | $149,696-40.7% | $79,858+11.1% |
| Participation rate | 86.5% | 75.8%+10.7pp | 82.5%+4.0pp | 69.6%+16.9pp |
| Annual return | 3.15% | 27.43%-24.3pp | 276.60%-273.5pp | 31.71%-28.6pp |
| Employer contribution / active EE | $2,474 | $3,216-23.1% | $4,644-46.7% | $2,471+0.1% |
| Participant deferral / active EE | $4,719 | $5,680-16.9% | $6,842-31.0% | $3,740+26.2% |
| Admin fee / account holder | $12,939 | $6,053+113.8% | $9,309+39.0% | $5,306+143.8% |