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 | $80,487 | $91,538-12.1% | $129,995-38.1% | $75,163+7.1% |
| Participation rate | 78.3% | 71.4%+6.9pp | 78.5%-0.2pp | 67.2%+11.1pp |
| Annual return | 12.75% | -631.11%+643.9pp | -137.18%+149.9pp | 160.62%-147.9pp |
| Employer contribution / active EE | $3,279 | $2,845+15.3% | $4,320-24.1% | $2,670+22.8% |
| Participant deferral / active EE | $6,840 | $4,341+57.6% | $5,820+17.5% | $4,125+65.8% |
| Admin fee / account holder | $10,489 | $6,790+54.5% | $10,614-1.2% | $5,651+85.6% |