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 | $93,158 | $98,750-5.7% | $149,696-37.8% | $79,858+16.7% |
| Participation rate | 92.5% | 75.8%+16.7pp | 82.5%+10.0pp | 69.6%+22.8pp |
| Annual return | 11.71% | 27.43%-15.7pp | 276.60%-264.9pp | 31.71%-20.0pp |
| Employer contribution / active EE | $5,887 | $3,216+83.0% | $4,644+26.8% | $2,471+138.3% |
| Participant deferral / active EE | $5,609 | $5,680-1.2% | $6,842-18.0% | $3,740+50.0% |
| Admin fee / account holder | $2,936 | $6,053-51.5% | $9,309-68.5% | $5,306-44.7% |