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 | $141,147 | $91,538+54.2% | $129,995+8.6% | $75,163+87.8% |
| Participation rate | 76.9% | 71.4%+5.5pp | 78.5%-1.6pp | 67.2%+9.7pp |
| Annual return | 12.69% | -631.11%+643.8pp | -137.18%+149.9pp | 160.62%-147.9pp |
| Employer contribution / active EE | $4,069 | $2,845+43.0% | $4,320-5.8% | $2,670+52.4% |
| Participant deferral / active EE | $7,615 | $4,341+75.4% | $5,820+30.8% | $4,125+84.6% |
| Admin fee / account holder | $556 | $6,790-91.8% | $10,614-94.8% | $5,651-90.2% |