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 | $99,668 | $98,750+0.9% | $149,696-33.4% | $79,858+24.8% |
| Participation rate | 77.4% | 75.8%+1.6pp | 82.5%-5.1pp | 69.6%+7.7pp |
| Annual return | 10.85% | 27.43%-16.6pp | 276.60%-265.8pp | 31.71%-20.9pp |
| Employer contribution / active EE | $2,198 | $3,216-31.6% | $4,644-52.7% | $2,471-11.0% |
| Participant deferral / active EE | $3,946 | $5,680-30.5% | $6,842-42.3% | $3,740+5.5% |
| Admin fee / account holder | $350 | $6,053-94.2% | $9,309-96.2% | $5,306-93.4% |