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 | $94,773 | $91,538+3.5% | $129,995-27.1% | $75,163+26.1% |
| Participation rate | 95.1% | 71.4%+23.6pp | 78.5%+16.6pp | 67.2%+27.9pp |
| Annual return | 12.39% | -631.11%+643.5pp | -137.18%+149.6pp | 160.62%-148.2pp |
| Employer contribution / active EE | $983 | $2,845-65.4% | $4,320-77.2% | $2,670-63.2% |
| Participant deferral / active EE | $5,810 | $4,341+33.9% | $5,820-0.2% | $4,125+40.9% |
| Admin fee / account holder | $1,352 | $6,790-80.1% | $10,614-87.3% | $5,651-76.1% |