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 | $146,368 | $91,538+59.9% | $129,995+12.6% | $75,163+94.7% |
| Participation rate | 90.9% | 71.4%+19.5pp | 78.5%+12.4pp | 67.2%+23.7pp |
| Annual return | 0.19% | -631.11%+631.3pp | -137.18%+137.4pp | 160.62%-160.4pp |
| Employer contribution / active EE | $2,751 | $2,845-3.3% | $4,320-36.3% | $2,670+3.0% |
| Participant deferral / active EE | $5,861 | $4,341+35.0% | $5,820+0.7% | $4,125+42.1% |
| Admin fee / account holder | $5,905 | $6,790-13.0% | $10,614-44.4% | $5,651+4.5% |