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 | $99,334 | $98,750+0.6% | $149,696-33.6% | $79,858+24.4% |
| Participation rate | 90.5% | 75.8%+14.7pp | 82.5%+8.0pp | 69.6%+20.8pp |
| Annual return | 11.45% | 27.43%-16.0pp | 276.60%-265.2pp | 31.71%-20.3pp |
| Employer contribution / active EE | $2,945 | $3,216-8.4% | $4,644-36.6% | $2,471+19.2% |
| Participant deferral / active EE | $6,743 | $5,680+18.7% | $6,842-1.4% | $3,740+80.3% |
| Admin fee / account holder | $18,272 | $6,053+201.9% | $9,309+96.3% | $5,306+244.3% |