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 | $83,519 | $91,538-8.8% | $129,995-35.8% | $75,163+11.1% |
| Participation rate | 88.9% | 71.4%+17.5pp | 78.5%+10.4pp | 67.2%+21.7pp |
| Annual return | 9.18% | -631.11%+640.3pp | -137.18%+146.4pp | 160.62%-151.4pp |
| Employer contribution / active EE | $2,314 | $2,845-18.7% | $4,320-46.4% | $2,670-13.3% |
| Participant deferral / active EE | $5,126 | $4,341+18.1% | $5,820-11.9% | $4,125+24.3% |
| Admin fee / account holder | $5,251 | $6,790-22.7% | $10,614-50.5% | $5,651-7.1% |