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 | $77,492 | $94,529-18.0% | $140,016-44.7% | $64,186+20.7% |
| Participation rate | 74.2% | 84.1%-9.9pp | 87.5%-13.3pp | 69.6%+4.6pp |
| Annual return | -10.41% | 7.77%-18.2pp | 651.12%-661.5pp | 7.63%-18.0pp |
| Employer contribution / active EE | $5,874 | $3,812+54.1% | $5,606+4.8% | $2,381+146.7% |
| Participant deferral / active EE | $7,045 | $5,250+34.2% | $6,927+1.7% | $3,470+103.1% |
| Admin fee / account holder | $547 | $6,741-91.9% | $10,705-94.9% | $4,888-88.8% |