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 | $87,182 | $85,766+1.7% | $136,294-36.0% | $70,131+24.3% |
| Participation rate | 85.1% | 74.2%+11.0pp | 81.9%+3.2pp | 69.5%+15.6pp |
| Annual return | 11.30% | 31.45%-20.2pp | 5155.94%-5144.6pp | 73.14%-61.8pp |
| Employer contribution / active EE | $2,664 | $2,966-10.2% | $4,695-43.3% | $2,342+13.7% |
| Participant deferral / active EE | $5,115 | $5,051+1.3% | $6,247-18.1% | $3,332+53.5% |
| Admin fee / account holder | $3,332 | $5,420-38.5% | $9,243-64.0% | $4,645-28.3% |