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 | $94,104 | $112,881-16.6% | $90,951+3.5% | $158,922-40.8% |
| Participation rate | 70.0% | 74.7%-4.7pp | 69.0%+1.0pp | 82.0%-12.0pp |
| Annual return | 3.69% | 215.79%-212.1pp | 134.60%-130.9pp | 302.83%-299.1pp |
| Employer contribution / active EE | $501 | $2,893-82.7% | $2,122-76.4% | $4,761-89.5% |
| Participant deferral / active EE | $4,240 | $4,128+2.7% | $3,373+25.7% | $5,982-29.1% |
| Admin fee / account holder | $25,508 | $8,041+217.2% | $5,959+328.1% | $11,246+126.8% |