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 | $116,667 | $111,535+4.6% | $105,223+10.9% | $137,256-15.0% |
| Participation rate | 87.5% | 78.1%+9.4pp | 75.0%+12.5pp | 80.0%+7.5pp |
| Annual return | 7.72% | 237.85%-230.1pp | 180.65%-172.9pp | 220.34%-212.6pp |
| Employer contribution / active EE | $2,756 | $3,939-30.0% | $3,689-25.3% | $4,156-33.7% |
| Participant deferral / active EE | $11,328 | $5,500+106.0% | $5,072+123.3% | $6,407+76.8% |
| Admin fee / account holder | $17,464 | $9,721+79.6% | $8,859+97.1% | $12,270+42.3% |