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 | $105,651 | $91,538+15.4% | $129,995-18.7% | $75,163+40.6% |
| Participation rate | 74.5% | 71.4%+3.1pp | 78.5%-4.0pp | 67.2%+7.3pp |
| Annual return | 9.80% | -631.11%+640.9pp | -137.18%+147.0pp | 160.62%-150.8pp |
| Employer contribution / active EE | $1,937 | $2,845-31.9% | $4,320-55.2% | $2,670-27.5% |
| Participant deferral / active EE | $4,946 | $4,341+13.9% | $5,820-15.0% | $4,125+19.9% |
| Admin fee / account holder | $1,717 | $6,790-74.7% | $10,614-83.8% | $5,651-69.6% |