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 | $82,472 | $85,766-3.8% | $136,294-39.5% | $70,131+17.6% |
| Participation rate | 84.0% | 74.2%+9.8pp | 81.9%+2.1pp | 69.5%+14.5pp |
| Annual return | 9.83% | 31.45%-21.6pp | 5155.94%-5146.1pp | 73.14%-63.3pp |
| Employer contribution / active EE | $2,886 | $2,966-2.7% | $4,695-38.5% | $2,342+23.2% |
| Participant deferral / active EE | $5,456 | $5,051+8.0% | $6,247-12.7% | $3,332+63.8% |
| Admin fee / account holder | $6,937 | $5,420+28.0% | $9,243-24.9% | $4,645+49.3% |