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 | $79,292 | $60,124+31.9% | $90,404-12.3% | $79,858-0.7% |
| Participation rate | 78.6% | 65.0%+13.6pp | 72.7%+5.9pp | 69.6%+8.9pp |
| Annual return | 3.85% | 71.94%-68.1pp | 1293.02%-1289.2pp | 31.71%-27.9pp |
| Employer contribution / active EE | $3,189 | $2,068+54.2% | $3,262-2.2% | $2,471+29.1% |
| Participant deferral / active EE | $6,576 | $2,938+123.8% | $3,963+65.9% | $3,740+75.8% |
| Admin fee / account holder | $423 | $3,976-89.4% | $5,611-92.5% | $5,306-92.0% |