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 | $158,300 | $112,881+40.2% | $90,951+74.0% | $158,922-0.4% |
| Participation rate | 90.9% | 74.7%+16.2pp | 69.0%+21.9pp | 82.0%+9.0pp |
| Annual return | 0.81% | 215.79%-215.0pp | 134.60%-133.8pp | 302.83%-302.0pp |
| Employer contribution / active EE | $5,324 | $2,893+84.0% | $2,122+150.9% | $4,761+11.8% |
| Participant deferral / active EE | $7,717 | $4,128+87.0% | $3,373+128.8% | $5,982+29.0% |
| Admin fee / account holder | $3,120 | $8,041-61.2% | $5,959-47.6% | $11,246-72.3% |