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 | $89,980 | $91,538-1.7% | $129,995-30.8% | $75,163+19.7% |
| Participation rate | 94.9% | 71.4%+23.4pp | 78.5%+16.4pp | 67.2%+27.7pp |
| Annual return | 9.44% | -631.11%+640.6pp | -137.18%+146.6pp | 160.62%-151.2pp |
| Employer contribution / active EE | $2,361 | $2,845-17.0% | $4,320-45.3% | $2,670-11.6% |
| Participant deferral / active EE | $3,127 | $4,341-28.0% | $5,820-46.3% | $4,125-24.2% |
| Admin fee / account holder | $1,758 | $6,790-74.1% | $10,614-83.4% | $5,651-68.9% |