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 | $122,791 | $133,922-8.3% | $116,228+5.6% | $142,382-13.8% |
| Participation rate | 83.3% | 77.9%+5.5pp | 74.6%+8.8pp | 80.1%+3.2pp |
| Annual return | 5.66% | 147.76%-142.1pp | 90.06%-84.4pp | 217.08%-211.4pp |
| Employer contribution / active EE | $2,018 | $3,446-41.4% | $2,994-32.6% | $4,299-53.1% |
| Participant deferral / active EE | $6,914 | $5,672+21.9% | $4,953+39.6% | $6,507+6.3% |
| Admin fee / account holder | $138,402 | $14,945+826.1% | $11,989+1054.4% | $12,624+996.4% |