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 | $94,927 | $59,101+60.6% | $77,163+23.0% | $75,163+26.3% |
| Participation rate | 98.0% | 63.9%+34.1pp | 69.6%+28.4pp | 67.2%+30.8pp |
| Annual return | -2.53% | 26.71%-29.2pp | 37.87%-40.4pp | 160.62%-163.2pp |
| Employer contribution / active EE | $5,612 | $1,995+181.3% | $2,535+121.4% | $2,670+110.2% |
| Participant deferral / active EE | $0 | $2,999-100.0% | $3,833-100.0% | $4,125-100.0% |
| Admin fee / account holder | $5,481 | $4,774+14.8% | $5,472+0.2% | $5,651-3.0% |