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 | $83,600 | $94,752-11.8% | $112,887-25.9% | $139,434-40.0% |
| Participation rate | 87.5% | 81.3%+6.2pp | 80.5%+7.0pp | 80.3%+7.2pp |
| Annual return | 6.86% | 40.88%-34.0pp | 34.10%-27.2pp | 372.94%-366.1pp |
| Employer contribution / active EE | $5,311 | $4,625+14.8% | $4,563+16.4% | $4,751+11.8% |
| Participant deferral / active EE | $2,361 | $6,512-63.7% | $6,513-63.8% | $6,710-64.8% |
| Admin fee / account holder | $20,394 | $8,527+139.2% | $7,047+189.4% | $11,403+78.9% |