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 | $90,688 | $99,985-9.3% | $146,665-38.2% | $85,850+5.6% |
| Participation rate | 74.1% | 73.1%+1.1pp | 80.1%-5.9pp | 69.3%+4.8pp |
| Annual return | 9.04% | 18.93%-9.9pp | 22.74%-13.7pp | 318.53%-309.5pp |
| Employer contribution / active EE | $1,341 | $2,559-47.6% | $4,136-67.6% | $2,565-47.7% |
| Participant deferral / active EE | $3,794 | $4,006-5.3% | $5,506-31.1% | $3,952-4.0% |
| Admin fee / account holder | $43,755 | $7,702+468.1% | $10,280+325.7% | $6,260+599.0% |