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 | $80,133 | $81,208-1.3% | $98,907-19.0% | $79,858+0.3% |
| Participation rate | 79.1% | 72.5%+6.6pp | 76.0%+3.1pp | 69.6%+9.5pp |
| Annual return | 8.34% | 60.99%-52.6pp | 196.43%-188.1pp | 31.71%-23.4pp |
| Employer contribution / active EE | $561 | $1,960-71.4% | $2,689-79.1% | $2,471-77.3% |
| Participant deferral / active EE | $2,768 | $3,265-15.2% | $4,244-34.8% | $3,740-26.0% |
| Admin fee / account holder | $9,212 | $6,013+53.2% | $6,642+38.7% | $5,306+73.6% |