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 9-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 | $78,011 | $85,766-9.0% | $136,294-42.8% | $70,131+11.2% |
| Participation rate | 87.5% | 74.2%+13.3pp | 81.9%+5.6pp | 69.5%+18.0pp |
| Annual return | 9.30% | 31.45%-22.2pp | 5155.94%-5146.6pp | 73.14%-63.8pp |
| Employer contribution / active EE | $2,946 | $2,966-0.7% | $4,695-37.3% | $2,342+25.8% |
| Participant deferral / active EE | $5,003 | $5,051-1.0% | $6,247-19.9% | $3,332+50.2% |
| Admin fee / account holder | $20,945 | $5,420+286.4% | $9,243+126.6% | $4,645+350.9% |