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 | $81,384 | $74,495+9.2% | $81,3840% | $74,495+9.2% |
| Participation rate | 83.8% | 67.2%+16.6pp | 83.8%0pp | 67.2%+16.6pp |
| Annual return | 11.30% | 1364.94%-1353.6pp | 11.30%0pp | 1364.94%-1353.6pp |
| Employer contribution / active EE | $691 | $2,623-73.6% | $6910% | $2,623-73.6% |
| Participant deferral / active EE | $3,737 | $4,346-14.0% | $3,7370% | $4,346-14.0% |
| Admin fee / account holder | $11,653 | $1,942+500.1% | $11,6530% | $1,942+500.1% |