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 | $96,762 | $102,616-5.7% | $81,983+18.0% | $158,922-39.1% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.2%+30.8pp | 82.0%+18.0pp |
| Annual return | -0.27% | 61.04%-61.3pp | 41.31%-41.6pp | 302.83%-303.1pp |
| Employer contribution / active EE | $3,158 | $3,240-2.5% | $2,498+26.4% | $4,761-33.7% |
| Participant deferral / active EE | $2,984 | $4,648-35.8% | $3,722-19.8% | $5,982-50.1% |
| Admin fee / account holder | $10,835 | $8,235+31.6% | $5,664+91.3% | $11,246-3.7% |